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 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 $1.56T 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

Holistic Planning's VTEB Position: Q1 2026 in Review

Holistic Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.02% in Q1 2026, buying an estimated $50 and bringing the position to 4,467 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #278.

Holistic Planning first reported a position in VTEB in Q3 2024 and has held it in 7 quarters since. The position peaked at $296K in Q1 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Holistic Planning held 4,467 shares of Vanguard Tax-Exempt Bond Index Fund worth $223K as of Q1 2026.
Holistic Planning bought 1 Vanguard Tax-Exempt Bond Index Fund share in Q1 2026, an estimated $50.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Holistic Planning's portfolio in Q1 2026, its #278 holding.
Holistic Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 7 quarters since.
Holistic Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $296K in Q1 2025.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.