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

Financial Network Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 7,263 shares worth $362K. The position accounts for 0.11% of the portfolio, ranked #80.

Financial Network Wealth Management first reported a position in VTEB in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.23M in Q4 2023. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Financial Network Wealth Management held 7,263 shares of Vanguard Tax-Exempt Bond Index Fund worth $362K as of Q1 2026.
Financial Network Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Financial Network Wealth Management's portfolio in Q1 2026, its #80 holding.
Financial Network Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 21 quarters since.
Financial Network Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.23M in Q4 2023.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.