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NFP Retirement Inc’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

NFP Retirement Inc’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 		$2.01M Buy
39,806
+5,716
+17% +$287K 0.11% 109
2026
Q1 		$1.7M Buy
34,090
+9,728
+40% +$491K 0.1% 114
2025
Q4 		$1.23M Buy
24,362
+1,612
+7% +$81.1K 0.07% 123
2025
Q3 		$1.14M Buy
22,750
+2,664
+13% +$131K 0.07% 123
2025
Q2 		$985K Sell
20,086
-13,260
-40% -$648K 0.07% 138
2025
Q1 		$1.65M Sell
33,346
-17,329
-34% -$867K 0.13% 87
2024
Q4 		$2.54M Buy
50,675
+316
+0.6% +$16K 0.2% 67
2024
Q3 		$2.57M Buy
50,359
+4,180
+9% +$212K 0.21% 68
2024
Q2 		$2.31M Buy
46,179
+959
+2% +$48K 0.19% 73
2024
Q1 		$2.29M Buy
45,220
+2,887
+7% +$146K 0.2% 72
2023
Q4 		$2.16M Buy
42,333
+4,211
+11% +$206K 0.37% 56
2023
Q3 		$1.83M Sell
38,122
-278
-0.7% -$13.8K 0.35% 64
2023
Q2 		$1.93M Buy
38,400
+3,218
+9% +$162K 0.36% 62
2023
Q1 		$1.78M Buy
35,182
+557
+2% +$28K 0.35% 62
2022
Q4 		$1.71M Buy
34,625
+17,938
+107% +$877K 0.38% 59
2022
Q3 		$803K Buy
16,687
+4,740
+40% +$237K 0.2% 101
2022
Q2 		$596K Sell
11,947
-12,249
-51% -$614K 0.15% 116
2022
Q1 		$1.25M Sell
24,196
-4,996
-17% -$266K 0.3% 69
2021
Q4 		$1.6M Buy
29,192
+11,506
+65% +$630K 0.57% 37
2021
Q3 		$969K Sell
17,686
-1,316
-7% -$72.8K 0.39% 47
2021
Q2 		$1.05M Buy
19,002
+82
+0.4% +$4.52K 0.41% 47
2021
Q1 		$1.03M Buy
18,920
+243
+1% +$13.4K 0.45% 45
2020
Q4 		$1.03M Sell
18,677
-905
-5% -$49.4K 0.64% 41
2020
Q3 		$1.07M Sell
19,582
-506
-3% -$27.6K 0.7% 42
2020
Q2 		$1.09M Buy
20,088
+9,010
+81% +$480K 0.8% 36
2020
Q1 		$586K Sell
11,078
-6,705
-38% -$359K 0.57% 41
2019
Q4 		$953K Buy
+17,783
New +$952K 0.89% 36

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

NFP Retirement Inc's VTEB Position: Q2 2026 in Review

NFP Retirement Inc increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 17% in Q2 2026, buying an estimated $287K and bringing the position to 39,806 shares worth $2.01M. The position accounts for 0.11% of the portfolio, ranked #109.

NFP Retirement Inc first reported a position in VTEB in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.57M in Q3 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • NFP Retirement Inc held 39,806 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.01M as of Q2 2026.
  • NFP Retirement Inc bought 5,716 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $287K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.11% of NFP Retirement Inc's portfolio in Q2 2026, its #109 holding.
  • NFP Retirement Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 27 quarters since.
  • NFP Retirement Inc's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.57M in Q3 2024.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.