Frisco Financial Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Frisco Financial Planning’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 Q3	$15M	Buy	316,763 +11,019	+4%	+$543K	11.67%	2
2026 Q2	$15.5M	Buy	305,744 +29,077	+11%	+$1.46M	11.65%	2
2026 Q1	$13.8M	Buy	276,667 +92,437	+50%	+$4.67M	11.39%	2
2025 Q4	$9.26M	Sell	184,230 -1,607	-0.9%	-$80.9K	7.74%	7
2025 Q3	$9.3M	Sell	185,837 -116,160	-38%	-$5.71M	7.94%	7
2025 Q2	$14.8M	Buy	301,997 +4,962	+2%	+$242K	13.47%	2
2025 Q1	$14.7M	Buy	297,035 +15,365	+5%	+$769K	14.29%	2
2024 Q4	$14.1M	Buy	+281,670	New	+$14.2M	13.95%	2

Other funds holding VTEB

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Frisco Financial Planning's VTEB Position: Q3 2026 in Review

Frisco Financial Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.6% in Q3 2026, buying an estimated $543K and bringing the position to 316,763 shares worth $15M. The position accounts for 11.67% of the portfolio, ranked #2.

Frisco Financial Planning first reported a position in VTEB in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.5M in Q2 2026. 22 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Frisco Financial Planning held 316,763 shares of Vanguard Tax-Exempt Bond Index Fund worth $15M as of Q3 2026.
Frisco Financial Planning bought 11,019 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $543K.
Vanguard Tax-Exempt Bond Index Fund made up 11.67% of Frisco Financial Planning's portfolio in Q3 2026, its #2 holding.
Frisco Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 8 quarters since.
Frisco Financial Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $15.5M in Q2 2026.
22 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.