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

First Pacific Financial’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	$1.2M	Sell	23,796 -2,403	-9%	-$121K	0.14%	80
2026 Q1	$1.31M	Sell	26,199 -1,678	-6%	-$84.7K	0.17%	67
2025 Q4	$1.4M	Buy	27,877 +6,024	+28%	+$303K	0.18%	64
2025 Q3	$1.09M	Sell	21,853 -7,086	-24%	-$348K	0.15%	76
2025 Q2	$1.42M	Sell	28,939 -17,878	-38%	-$873K	0.21%	62
2025 Q1	$2.32M	Buy	46,817 +5,243	+13%	+$262K	0.47%	27
2024 Q4	$2.08M	Buy	41,574 +4,467	+12%	+$226K	0.48%	29
2024 Q3	$1.9M	Buy	37,107 +5,690	+18%	+$288K	0.44%	26
2024 Q2	$1.57M	Buy	31,417 +458	+1%	+$22.9K	0.4%	27
2024 Q1	$1.57M	Buy	30,959 +5,215	+20%	+$264K	0.44%	26
2023 Q4	$1.31M	Buy	25,744 +11,132	+76%	+$546K	0.4%	29
2023 Q3	$703K	Sell	14,612 -1,273	-8%	-$63.1K	0.31%	63
2023 Q2	$798K	Buy	15,885 +104	+0.7%	+$5.22K	0.34%	64
2023 Q1	$799K	Sell	15,781 -1,834	-10%	-$92.1K	0.37%	61
2022 Q4	$872K	Buy	17,615 +12,280	+230%	+$600K	0.43%	54
2022 Q3	$257K	Sell	5,335 -66,936	-93%	-$3.35M	0.15%	97
2022 Q2	$3.61M	Buy	+72,271	New	+$3.62M	1.69%	11

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

First Pacific Financial's VTEB Position: Q2 2026 in Review

First Pacific Financial reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.2% in Q2 2026, selling an estimated $121K and leaving 23,796 shares worth $1.2M. The position accounts for 0.14% of the portfolio, ranked #80.

First Pacific Financial first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.61M in Q2 2022. 318 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

First Pacific Financial held 23,796 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.2M as of Q2 2026.
First Pacific Financial sold 2,403 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $121K.
Vanguard Tax-Exempt Bond Index Fund made up 0.14% of First Pacific Financial's portfolio in Q2 2026, its #80 holding.
First Pacific Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
First Pacific Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.61M in Q2 2022.
318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.