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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
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
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

FourThought Financial Partners's VTEB Position: Q1 2026 in Review

FourThought Financial Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q1 2026, buying an estimated $406K and bringing the position to 73,330 shares worth $3.66M. The position accounts for 0.32% of the portfolio, ranked #82.

FourThought Financial Partners first reported a position in VTEB in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.69M in Q1 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • FourThought Financial Partners held 73,330 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.66M as of Q1 2026.
  • FourThought Financial Partners bought 8,037 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $406K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.32% of FourThought Financial Partners's portfolio in Q1 2026, its #82 holding.
  • FourThought Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 7 quarters since.
  • FourThought Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.69M in Q1 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.