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

Next Level 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 Q1	$346K	Hold	6,926	–	–	0.18%	46
2025 Q4	$348K	Buy	6,926 +391	+6%	+$19.7K	0.19%	43
2025 Q3	$327K	Hold	6,535	–	–	0.18%	38
2025 Q2	$320K	Buy	6,535 +2,292	+54%	+$112K	0.21%	38
2025 Q1	$211K	Buy	+4,243	New	+$212K	0.16%	45

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

Next Level Wealth Planning's VTEB Position: Q1 2026 in Review

Next Level Wealth Planning held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 6,926 shares worth $346K. The position accounts for 0.18% of the portfolio, ranked #46.

Next Level Wealth Planning first reported a position in VTEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $348K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Next Level Wealth Planning held 6,926 shares of Vanguard Tax-Exempt Bond Index Fund worth $346K as of Q1 2026.
Next Level Wealth Planning left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.18% of Next Level Wealth Planning's portfolio in Q1 2026, its #46 holding.
Next Level Wealth Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 5 quarters since.
Next Level Wealth Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $348K in Q4 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.