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

Meredith Wealth 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	–	Sell	-34,948	Closed	-$1.74M	–	76
2026 Q1	$1.74M	Buy	34,948 +1,150	+3%	+$58.1K	0.47%	26
2025 Q4	$1.7M	Sell	33,798 -590	-2%	-$29.7K	0.51%	25
2025 Q3	$1.72M	Buy	34,388 +1,292	+4%	+$63.5K	0.55%	23
2025 Q2	$1.62M	Sell	33,096 -8,733	-21%	-$427K	0.59%	21
2025 Q1	$2.08M	Buy	41,829 +3,896	+10%	+$195K	0.92%	18
2024 Q4	$1.9M	Sell	37,933 -1,987	-5%	-$100K	0.85%	19
2024 Q3	$2.04M	Buy	39,920 +370	+0.9%	+$18.8K	0.97%	16
2024 Q2	$1.98M	Buy	39,550 +5,670	+17%	+$284K	1.04%	12
2024 Q1	$1.71M	Buy	33,880 +11,675	+53%	+$592K	0.96%	15
2023 Q4	$1.13M	Buy	22,205 +8,442	+61%	+$414K	0.7%	20
2023 Q3	$662K	Buy	13,763 +164	+1%	+$8.12K	0.49%	24
2023 Q2	$683K	Buy	13,599 +92	+0.7%	+$4.62K	0.56%	20
2023 Q1	$684K	Buy	13,507 +7,231	+115%	+$363K	0.55%	20
2022 Q4	$311K	Buy	+6,276	New	+$307K	0.27%	36

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Meredith Wealth Planning's VTEB Position: Q2 2026 in Review

Meredith Wealth Planning sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 34,948 shares — an estimated $1.74M sold.

Meredith Wealth Planning first reported a position in VTEB in Q4 2022 and held it in 14 quarters. The position peaked at $2.08M in Q1 2025. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Meredith Wealth Planning reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
Meredith Wealth Planning sold 34,948 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.74M.
Meredith Wealth Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 14 quarters.
Meredith Wealth Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.08M in Q1 2025.
740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.