Founders Grove Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Founders Grove Wealth Partners’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	$312K	Sell	6,256 -3,466	-36%	-$175K	0.07%	125
2025 Q4	$489K	Sell	9,722 -8,588	-47%	-$432K	0.11%	105
2025 Q3	$917K	Sell	18,310 -2,976	-14%	-$146K	0.22%	79
2025 Q2	$1.04M	Sell	21,286 -15,110	-42%	-$738K	0.26%	68
2025 Q1	$1.81M	Buy	36,396 +3,746	+11%	+$187K	0.5%	50
2024 Q4	$1.64M	Buy	+32,650	New	+$1.65M	0.47%	49

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

Founders Grove Wealth Partners's VTEB Position: Q1 2026 in Review

Founders Grove Wealth Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 36% in Q1 2026, selling an estimated $175K and leaving 6,256 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #125.

Founders Grove Wealth Partners first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.81M in Q1 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Founders Grove Wealth Partners held 6,256 shares of Vanguard Tax-Exempt Bond Index Fund worth $312K as of Q1 2026.
Founders Grove Wealth Partners sold 3,466 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $175K.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #125 holding.
Founders Grove Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
Founders Grove Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.81M in Q1 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.