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

Financial Network Wealth Management’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 		$342K Sell
6,765
-498
-7% -$25K 0.1% 87
2026
Q1 		$362K Hold
7,263
– – 0.11% 80
2025
Q4 		$365K Sell
7,263
-235
-3% -$11.8K 0.11% 80
2025
Q3 		$377K Buy
+7,498
New +$369K 0.12% 80
2025
Q1 		$709K Sell
14,294
-7,244
-34% -$362K 0.25% 54
2024
Q4 		$1.08M Sell
21,538
-145
-0.7% -$7.33K 0.39% 45
2024
Q3 		$1.11M Buy
21,683
+9
+0% +$456 0.4% 46
2024
Q2 		$1.09M Hold
21,674
– – 0.41% 46
2024
Q1 		$1.09M Sell
21,674
-2,435
-10% -$123K 0.52% 34
2023
Q4 		$1.23M Buy
24,109
+7,170
+42% +$352K 0.53% 39
2023
Q3 		$810K Hold
16,939
– – 0.4% 43
2023
Q2 		$849K Buy
16,939
+3,707
+28% +$186K 0.39% 43
2023
Q1 		$670K Hold
13,232
– – 0.33% 51
2022
Q4 		$655K Sell
13,232
-2,041
-13% -$99.8K 0.35% 48
2022
Q3 		$735K Hold
15,273
– – 0.46% 38
2022
Q2 		$762K Buy
15,273
+3,041
+25% +$152K 0.46% 37
2022
Q1 		$631K Buy
12,232
+54
+0.4% +$2.87K 0.33% 39
2021
Q4 		$669K Buy
12,178
+1,731
+17% +$94.9K 0.34% 38
2021
Q3 		$572K Hold
10,447
– – 0.33% 37
2021
Q2 		$578K Buy
10,447
+497
+5% +$27.4K 0.34% 37
2021
Q1 		$544K Hold
9,950
– – 0.36% 36
2020
Q4 		$549K Buy
+9,950
New +$543K 0.43% 35

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Financial Network Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.9% in Q2 2026, selling an estimated $25K and leaving 6,765 shares worth $342K. The position accounts for 0.1% of the portfolio, ranked #87.

Financial Network Wealth Management first reported a position in VTEB in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.23M in Q4 2023. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Financial Network Wealth Management held 6,765 shares of Vanguard Tax-Exempt Bond Index Fund worth $342K as of Q2 2026.
  • Financial Network Wealth Management sold 498 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $25K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Financial Network Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Financial Network Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 22 quarters since.
  • Financial Network Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.23M in Q4 2023.
  • 1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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