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Founders Financial Securities’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Founders Financial Securities’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 		$715K Buy
14,219
+1,949
+16% +$98.4K 0.04% 324
2025
Q4 		$617K Buy
12,270
+1,277
+12% +$64.3K 0.04% 354
2025
Q3 		$550K Sell
10,993
-504
-4% -$24.8K 0.04% 329
2025
Q2 		$564K Sell
11,497
-385
-3% -$18.8K 0.04% 322
2025
Q1 		$581K Buy
11,882
+1,386
+13% +$69.3K 0.05% 295
2024
Q4 		$526K Buy
10,496
+773
+8% +$39.1K 0.05% 294
2024
Q3 		$497K Sell
9,723
-1,685
-15% -$85.4K 0.05% 271
2024
Q2 		$572K Sell
11,408
-1,450
-11% -$72.6K 0.05% 260
2024
Q1 		$651K Sell
12,858
-2,667
-17% -$135K 0.07% 223
2023
Q4 		$793K Buy
15,525
+2,234
+17% +$110K 0.09% 193
2023
Q3 		$639K Sell
13,291
-182,162
-93% -$9.02M 0.08% 183
2023
Q2 		$9.82M Buy
195,453
+19,718
+11% +$991K 1.3% 18
2023
Q1 		$8.9M Buy
175,735
+24,980
+17% +$1.25M 1.28% 18
2022
Q4 		$7.46M Buy
150,755
+21,975
+17% +$1.07M 1.17% 17
2022
Q3 		$6.2M Buy
128,780
+115,595
+877% +$5.78M 1.1% 16
2022
Q2 		$658K Sell
13,185
-126,798
-91% -$6.36M 0.13% 137
2022
Q1 		$7.22M Buy
+139,983
New +$7.45M 1.28% 14

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 $45.6B AUM 18.83% 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

Founders Financial Securities's VTEB Position: Q1 2026 in Review

Founders Financial Securities increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q1 2026, buying an estimated $98.4K and bringing the position to 14,219 shares worth $715K. The position accounts for 0.04% of the portfolio, ranked #324.

Founders Financial Securities first reported a position in VTEB in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.82M in Q2 2023. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Founders Financial Securities held 14,219 shares of Vanguard Tax-Exempt Bond Index Fund worth $715K as of Q1 2026.
  • Founders Financial Securities bought 1,949 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $98.4K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Founders Financial Securities's portfolio in Q1 2026, its #324 holding.
  • Founders Financial Securities first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 17 quarters since.
  • Founders Financial Securities's Vanguard Tax-Exempt Bond Index Fund position peaked at $9.82M in Q2 2023.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.