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

Focus 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
2025
Q4 		– Sell
-4,131
Closed -$207K – 769
2025
Q3 		$207K Buy
+4,131
New +$203K 0.01% 714
2024
Q4 		– Sell
-6,268
Closed -$320K – 709
2024
Q3 		$320K Hold
6,268
– – 0.01% 528
2024
Q2 		$317K Sell
6,268
-4,554
-42% -$228K 0.01% 514
2024
Q1 		$540K Sell
10,822
-244
-2% -$12.4K 0.03% 365
2023
Q4 		$565K Sell
11,066
-34,999
-76% -$1.72M 0.02% 433
2023
Q3 		$2.22M Buy
46,065
+34,084
+284% +$1.69M 0.13% 139
2023
Q2 		$602K Sell
11,981
-180
-1% -$9.04K 0.03% 325
2023
Q1 		$616K Sell
12,161
-213
-2% -$10.7K 0.04% 309
2022
Q4 		$612K Sell
12,374
-3,467
-22% -$169K 0.05% 253
2022
Q3 		$763K Sell
15,841
-602
-4% -$30.1K 0.07% 220
2022
Q2 		$821K Sell
16,443
-5,053
-24% -$253K 0.07% 224
2022
Q1 		$1.11M Buy
+21,496
New +$1.14M 0.08% 184
2021
Q2 		– Sell
-21,559
Closed -$1.18M – 423
2021
Q1 		$1.18M Buy
21,559
+509
+2% +$28K 0.14% 144
2020
Q4 		$1.16M Buy
21,050
+784
+4% +$42.8K 0.1% 166
2020
Q3 		$1.1M Buy
20,266
+2,680
+15% +$146K 0.1% 175
2020
Q2 		$952K Buy
17,586
+7,566
+76% +$403K 0.11% 168
2020
Q1 		$530K Buy
10,020
+1,904
+23% +$102K 0.07% 211
2019
Q4 		$435K Buy
8,116
+536
+7% +$28.7K 0.05% 263
2019
Q3 		$406K Buy
+7,580
New +$406K 0.06% 256

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Focus Financial Network's VTEB Position: Q4 2025 in Review

Focus Financial Network sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 4,131 shares — an estimated $207K sold.

Focus Financial Network first reported a position in VTEB in Q3 2019 and held it in 19 quarters. The position peaked at $2.22M in Q3 2023. 1,318 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

  • Focus Financial Network reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
  • Focus Financial Network sold 4,131 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $207K.
  • Focus Financial Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and held it in 19 quarters.
  • Focus Financial Network's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.22M in Q3 2023.
  • 1,318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Focus Financial Network's 13F filing for Q4 2025, filed 12 Jan 2026.