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

First Affirmative Financial 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	$4.54M	Buy	+90,921	New	+$4.59M	1.76%	10
2025 Q3	$459K	Buy	9,176 +4,371	+91%	+$215K	0.22%	118
2025 Q2	$236K	Sell	4,805 -875	-15%	-$42.7K	0.12%	224
2025 Q1	$282K	Buy	5,680 +245	+5%	+$12.3K	0.17%	168
2024 Q4	$272K	Sell	5,435 -400	-7%	-$20.2K	0.16%	173
2024 Q3	$298K	Buy	5,835 +19	+0.3%	+$963	0.16%	173
2024 Q2	$291K	Sell	5,816 -309	-5%	-$15.5K	0.2%	155
2024 Q1	$310K	Sell	6,125 -479	-7%	-$24.3K	0.23%	147
2023 Q4	$337K	Buy	6,604 +1,483	+29%	+$72.7K	0.27%	124
2023 Q3	$246K	Sell	5,121 -50	-1%	-$2.48K	0.24%	139
2023 Q2	$260K	Sell	5,171 -123	-2%	-$6.18K	0.26%	127
2023 Q1	$268K	Sell	5,294 -541	-9%	-$27.2K	0.31%	99
2022 Q4	$289K	Buy	5,835 +91	+2%	+$4.45K	0.35%	90
2022 Q3	$276K	Sell	5,744 -1,121	-16%	-$56K	0.35%	90
2022 Q2	$343K	Sell	6,865 -201	-3%	-$10.1K	0.39%	73
2022 Q1	$364K	Buy	+7,066	New	+$376K	0.35%	80

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

First Affirmative Financial Network's VTEB Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026: 90,921 shares worth $4.54M. The stake represents 1.76% of the portfolio and ranks #10 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in VTEB as recently as Q3 2025.

First Affirmative Financial Network first reported a position in VTEB in Q1 2022 and has held it in 16 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

First Affirmative Financial Network held 90,921 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.54M as of Q1 2026.
Vanguard Tax-Exempt Bond Index Fund was a new First Affirmative Financial Network position in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 1.76% of First Affirmative Financial Network's portfolio in Q1 2026, its #10 holding.
First Affirmative Financial Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 16 quarters since.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.