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Narus Financial Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Narus Financial Partners’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 		$448K Sell
8,864
-400
-4% -$20.1K 0.12% 114
2026
Q1 		$462K Buy
9,264
+563
+6% +$28.4K 0.12% 105
2025
Q4 		$438K Buy
8,701
+50
+0.6% +$2.52K 0.12% 103
2025
Q3 		$433K Sell
8,651
-2,875
-25% -$141K 0.12% 104
2025
Q2 		$565K Buy
11,526
+451
+4% +$22K 0.18% 78
2025
Q1 		$550K Sell
11,075
-1,675
-13% -$83.8K 0.19% 75
2024
Q4 		$639K Buy
12,750
+800
+7% +$40.4K 0.22% 66
2024
Q3 		$611K Hold
11,950
– – 0.22% 67
2024
Q2 		$599K Buy
11,950
+1,700
+17% +$85.1K 0.24% 64
2024
Q1 		$519K Buy
10,250
+4,500
+78% +$228K 0.22% 71
2023
Q4 		$294K Buy
5,750
+1,550
+37% +$76K 0.14% 103
2023
Q3 		$202K Sell
4,200
-100
-2% -$4.95K 0.1% 124
2023
Q2 		$216K Buy
+4,300
New +$216K 0.11% 109

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Narus Financial Partners's VTEB Position: Q2 2026 in Review

Narus Financial Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.3% in Q2 2026, selling an estimated $20.1K and leaving 8,864 shares worth $448K. The position accounts for 0.12% of the portfolio, ranked #114.

Narus Financial Partners first reported a position in VTEB in Q2 2023 and has held it in 13 quarters since. The position peaked at $639K in Q4 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Narus Financial Partners held 8,864 shares of Vanguard Tax-Exempt Bond Index Fund worth $448K as of Q2 2026.
  • Narus Financial Partners sold 400 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $20.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.12% of Narus Financial Partners's portfolio in Q2 2026, its #114 holding.
  • Narus Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 13 quarters since.
  • Narus Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $639K in Q4 2024.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.