Financial Freedom LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Financial Freedom LLC’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$137K	Sell	2,737 -7,774	-74%	-$393K	0.07%	119
2025 Q4	$529K	Sell	10,511 -569	-5%	-$28.6K	0.26%	62
2025 Q3	$555K	Sell	11,080 -27,867	-72%	-$1.37M	0.28%	59
2025 Q2	$1.91M	Sell	38,947 -590	-1%	-$28.8K	1.03%	26
2025 Q1	$1.96M	Sell	39,537 -27,774	-41%	-$1.39M	1.13%	24
2024 Q4	$3.37M	Sell	67,311 -2,237	-3%	-$113K	1.78%	16
2024 Q3	$3.56M	Sell	69,548 -3,394	-5%	-$172K	1.88%	15
2024 Q2	$3.66M	Sell	72,942 -10,279	-12%	-$514K	2.08%	12
2024 Q1	$4.21M	Sell	83,221 -164	-0.2%	-$8.31K	2.5%	10
2023 Q4	$4.26M	Sell	83,385 -771	-0.9%	-$37.8K	2.7%	10
2023 Q3	$4.05M	Buy	84,156 +83	+0.1%	+$4.11K	2.87%	8
2023 Q2	$4.22M	Sell	84,073 -916	-1%	-$46K	2.96%	9
2023 Q1	$4.31M	Buy	84,989 +71,098	+512%	+$3.57M	3.14%	8
2022 Q4	$687K	Buy	+13,891	New	+$679K	0.46%	32

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Freedom LLC's VTEB Position: Q1 2026 in Review

Financial Freedom LLC reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 74% in Q1 2026, selling an estimated $393K and leaving 2,737 shares worth $137K. The position accounts for 0.07% of the portfolio, ranked #119.

Financial Freedom LLC first reported a position in VTEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.31M in Q1 2023. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Financial Freedom LLC held 2,737 shares of Vanguard Tax-Exempt Bond Index Fund worth $137K as of Q1 2026.
Financial Freedom LLC sold 7,774 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $393K.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Financial Freedom LLC's portfolio in Q1 2026, its #119 holding.
Financial Freedom LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.31M in Q1 2023.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.