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

Golden Bell 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 Q1	$2.08M	Sell	41,680 -714	-2%	-$36.1K	1.66%	15
2025 Q4	$2.13M	Buy	42,394 +4,008	+10%	+$202K	1.77%	15
2025 Q3	$1.92M	Buy	38,386 +1,306	+4%	+$64.2K	1.67%	15
2025 Q2	$1.82M	Sell	37,080 -1,029	-3%	-$50.3K	1.71%	15
2025 Q1	$1.89M	Buy	38,109 +1,121	+3%	+$56.1K	1.84%	14
2024 Q4	$1.85M	Buy	+36,988	New	+$1.87M	1.86%	14

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

Golden Bell Financial Planning's VTEB Position: Q1 2026 in Review

Golden Bell Financial Planning reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.7% in Q1 2026, selling an estimated $36.1K and leaving 41,680 shares worth $2.08M. The position accounts for 1.66% of the portfolio, ranked #15.

Golden Bell Financial Planning first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.13M in Q4 2025. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Golden Bell Financial Planning held 41,680 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.08M as of Q1 2026.
Golden Bell Financial Planning sold 714 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $36.1K.
Vanguard Tax-Exempt Bond Index Fund made up 1.66% of Golden Bell Financial Planning's portfolio in Q1 2026, its #15 holding.
Golden Bell Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
Golden Bell Financial Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.13M in Q4 2025.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.