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 Q2	$2.3M	Buy	45,386 +3,706	+9%	+$186K	1.69%	15
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 $1.81T 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

Golden Bell Financial Planning's VTEB Position: Q2 2026 in Review

Golden Bell Financial Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8.9% in Q2 2026, buying an estimated $186K and bringing the position to 45,386 shares worth $2.3M. The position accounts for 1.69% of the portfolio, ranked #15.

Golden Bell Financial Planning first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Golden Bell Financial Planning held 45,386 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.3M as of Q2 2026.
Golden Bell Financial Planning bought 3,706 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $186K.
Vanguard Tax-Exempt Bond Index Fund made up 1.69% of Golden Bell Financial Planning's portfolio in Q2 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 7 quarters since.
1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.