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

Holistic 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	$493K	Buy	9,753 +5,286	+118%	+$266K	0.08%	211
2026 Q1	$223K	Buy	4,467 +1	+0%	+$50	0.04%	278
2025 Q4	$225K	Buy	4,466 +2	+0%	+$101	0.05%	255
2025 Q3	$224K	Sell	4,464 -1,196	-21%	-$58.8K	0.06%	211
2025 Q2	$277K	Sell	5,660 -308	-5%	-$15K	0.08%	179
2025 Q1	$296K	Buy	5,968 +534	+10%	+$26.7K	0.1%	142
2024 Q4	$272K	Hold	5,434	–	–	0.1%	142
2024 Q3	$278K	Buy	+5,434	New	+$275K	0.12%	123

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

Holistic Planning's VTEB Position: Q2 2026 in Review

Holistic Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 118% in Q2 2026, buying an estimated $266K and bringing the position to 9,753 shares worth $493K. The position accounts for 0.08% of the portfolio, ranked #211.

Holistic Planning first reported a position in VTEB in Q3 2024 and has held it in 8 quarters since. 1,403 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Holistic Planning held 9,753 shares of Vanguard Tax-Exempt Bond Index Fund worth $493K as of Q2 2026.
Holistic Planning bought 5,286 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $266K.
Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #211 holding.
Holistic Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 8 quarters since.
1,403 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.