FourThought Financial Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

FourThought Financial 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 Q2	$4.21M	Buy	83,331 +10,001	+14%	+$503K	0.33%	81
2026 Q1	$3.66M	Buy	73,330 +8,037	+12%	+$406K	0.32%	82
2025 Q4	$3.28M	Buy	65,293 +1,229	+2%	+$61.8K	0.28%	82
2025 Q3	$3.21M	Sell	64,064 -10,363	-14%	-$509K	0.28%	85
2025 Q2	$3.65M	Buy	74,427 +5	+0%	+$244	0.36%	74
2025 Q1	$3.69M	Buy	74,422 +7,000	+10%	+$350K	0.39%	75
2024 Q4	$3.38M	Buy	+67,422	New	+$3.41M	0.35%	70
2024 Q3	–	Sell	-6,733	Closed	-$337K	–	181
2024 Q2	$337K	Buy	+6,733	New	+$337K	0.04%	160

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FourThought Financial Partners's VTEB Position: Q2 2026 in Review

FourThought Financial Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 14% in Q2 2026, buying an estimated $503K and bringing the position to 83,331 shares worth $4.21M. The position accounts for 0.33% of the portfolio, ranked #81.

FourThought Financial Partners first reported a position in VTEB in Q2 2024 and has held it in 8 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

FourThought Financial Partners held 83,331 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.21M as of Q2 2026.
FourThought Financial Partners bought 10,001 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $503K.
Vanguard Tax-Exempt Bond Index Fund made up 0.33% of FourThought Financial Partners's portfolio in Q2 2026, its #81 holding.
FourThought Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 8 quarters since.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.