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Financial Plan Inc’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Financial Plan Inc’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 		$2.73M Buy
54,778
+1,550
+3% +$78.3K 0.29% 31
2025
Q4 		$2.68M Buy
+53,228
New +$2.68M 0.31% 31

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 $52B AUM 24.53% 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 Plan Inc's VTEB Position: Q1 2026 in Review

Financial Plan Inc increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.9% in Q1 2026, buying an estimated $78.3K and bringing the position to 54,778 shares worth $2.73M. The position accounts for 0.29% of the portfolio, ranked #31.

Financial Plan Inc first reported a position in VTEB in Q4 2025 and has held it in 2 quarters since. 1,349 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Financial Plan Inc held 54,778 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.73M as of Q1 2026.
  • Financial Plan Inc bought 1,550 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $78.3K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.29% of Financial Plan Inc's portfolio in Q1 2026, its #31 holding.
  • Financial Plan Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 1,349 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.