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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NFP Retirement Inc's VTEB Position: Q1 2026 in Review

NFP Retirement Inc increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 40% in Q1 2026, buying an estimated $491K and bringing the position to 34,090 shares worth $1.7M. The position accounts for 0.1% of the portfolio, ranked #114.

NFP Retirement Inc first reported a position in VTEB in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.57M in Q3 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • NFP Retirement Inc held 34,090 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.7M as of Q1 2026.
  • NFP Retirement Inc bought 9,728 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $491K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of NFP Retirement Inc's portfolio in Q1 2026, its #114 holding.
  • NFP Retirement Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.57M in Q3 2024.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.