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 Q2	$214K	Buy	4,268 +35	+0.8%	+$1.76K	0.03%	202
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Management Network's VTEB Position: Q2 2026 in Review

Financial Management Network increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.83% in Q2 2026, buying an estimated $1.76K and bringing the position to 4,268 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #202.

Financial Management Network first reported a position in VTEB in Q3 2025 and has held it in 4 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Financial Management Network held 4,268 shares of Vanguard Tax-Exempt Bond Index Fund worth $214K as of Q2 2026.
Financial Management Network bought 35 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.76K.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Financial Management Network's portfolio in Q2 2026, its #202 holding.
Financial Management Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 4 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.