Johnson Financial Group Inc (Wisconsin)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$70.8K	Hold	1,400	–	–	﹤0.01%	436
2026 Q1	$69.8K	Hold	1,400	–	–	﹤0.01%	439
2025 Q4	$70.4K	Sell	1,400 -1,253	-47%	-$63K	﹤0.01%	463
2025 Q3	$133K	Hold	2,653	–	–	0.01%	413
2025 Q2	$130K	Buy	2,653 +403	+18%	+$19.7K	0.01%	349
2025 Q1	$112K	Hold	2,250	–	–	0.01%	458
2024 Q4	$113K	Buy	+2,250	New	+$114K	0.01%	353
2023 Q4	–	Sell	-2,268	Closed	-$109K	–	991
2023 Q3	$109K	Buy	+2,268	New	+$112K	0.01%	303
2022 Q3	–	Sell	-3,275	Closed	-$163K	–	787
2022 Q2	$163K	Sell	3,275 -500	-13%	-$25.1K	0.01%	264
2022 Q1	$195K	Hold	3,775	–	–	0.01%	266
2021 Q4	$207K	Hold	3,775	–	–	0.01%	276
2021 Q3	$207K	Hold	3,775	–	–	0.01%	261
2021 Q2	$209K	Hold	3,775	–	–	0.01%	267
2021 Q1	$206K	Buy	+3,775	New	+$207K	0.01%	265

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

Johnson Financial Group Inc (Wisconsin)'s VTEB Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 1,400 shares worth $70.8K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Johnson Financial Group Inc (Wisconsin) first reported a position in VTEB in Q1 2021 and has held it in 14 quarters since. The position peaked at $209K in Q2 2021. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 1,400 shares of Vanguard Tax-Exempt Bond Index Fund worth $70.8K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #436 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and has held it in 14 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $209K in Q2 2021.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.