BFC Planning, Inc.’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

BFC Planning, Inc.’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	$2.18M	Sell	43,030 -24,281	-36%	-$1.22M	0.09%	227
2026 Q1	$3.36M	Sell	67,311 -2,186	-3%	-$110K	0.15%	140
2025 Q4	$3.49M	Buy	69,497 +5,600	+9%	+$282K	0.15%	138
2025 Q3	$3.2M	Buy	63,897 +7,280	+13%	+$358K	0.23%	82
2025 Q2	$2.78M	Sell	56,617 -728	-1%	-$35.6K	0.22%	89
2025 Q1	$2.85M	Sell	57,345 -293	-0.5%	-$14.7K	0.25%	87
2024 Q4	$2.89M	Buy	+57,638	New	+$2.91M	0.24%	82

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 $179B AUM 16.96% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

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

BFC Planning, Inc.'s VTEB Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 36% in Q2 2026, selling an estimated $1.22M and leaving 43,030 shares worth $2.18M. The position accounts for 0.09% of the portfolio, ranked #227.

BFC Planning, Inc. first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.49M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

BFC Planning, Inc. held 43,030 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.18M as of Q2 2026.
BFC Planning, Inc. sold 24,281 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.22M.
Vanguard Tax-Exempt Bond Index Fund made up 0.09% of BFC Planning, Inc.'s portfolio in Q2 2026, its #227 holding.
BFC Planning, Inc. first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Vanguard Tax-Exempt Bond Index Fund position peaked at $3.49M in Q4 2025.
1,414 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.