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Financial Management Network’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Financial Management Network’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 		$213K Buy
4,233
+36
+0.9% +$1.82K 0.03% 188
2025
Q4 		$211K Buy
4,197
+35
+0.8% +$1.76K 0.03% 175
2025
Q3 		$208K Buy
+4,162
New +$205K 0.03% 182

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Management Network's VTEB Position: Q1 2026 in Review

Financial Management Network increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.86% in Q1 2026, buying an estimated $1.82K and bringing the position to 4,233 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #188.

Financial Management Network first reported a position in VTEB in Q3 2025 and has held it in 3 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Financial Management Network held 4,233 shares of Vanguard Tax-Exempt Bond Index Fund worth $213K as of Q1 2026.
  • Financial Management Network bought 36 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $1.82K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Financial Management Network's portfolio in Q1 2026, its #188 holding.
  • Financial Management Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.