OFP
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OLIO Financial Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

OLIO Financial 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 		$4.33M Sell
85,515
-3,209
-4% -$161K 1.07% 10
2026
Q1 		$4.43M Buy
88,724
+3,582
+4% +$181K 1.23% 10
2025
Q4 		$4.28M Buy
85,142
+2,537
+3% +$128K 1.2% 10
2025
Q3 		$4.14M Sell
82,605
-12,843
-13% -$631K 1.21% 10
2025
Q2 		$4.68M Buy
95,448
+27,192
+40% +$1.33M 1.48% 9
2025
Q1 		$3.39M Sell
68,256
-662
-1% -$33.1K 1.17% 10
2024
Q4 		$3.45M Sell
68,918
-5,777
-8% -$292K 1.21% 11
2024
Q3 		$3.81M Buy
74,695
+279
+0.4% +$14.1K 1.6% 13
2024
Q2 		$3.8M Sell
74,416
-279
-0.4% -$14K 1.6% 13
2024
Q1 		$3.81M Sell
74,695
-231
-0.3% -$11.7K 1.6% 13
2023
Q4 		$3.83M Buy
74,926
+1,008
+1% +$49.4K 1.6% 13
2023
Q3 		$3.56M Sell
73,918
-688
-0.9% -$34.1K 1.67% 13
2023
Q2 		$3.75M Buy
74,606
+7,477
+11% +$376K 1.78% 13
2023
Q1 		$3.4M Buy
67,129
+2,869
+4% +$144K 1.76% 15
2022
Q4 		$3.18M Buy
64,260
+3,475
+6% +$170K 1.73% 13
2022
Q3 		$2.93M Sell
60,785
-7,008
-10% -$350K 1.74% 13
2022
Q2 		$3.38M Buy
67,793
+47,110
+228% +$2.36M 1.9% 12
2022
Q1 		$1.07M Buy
20,683
+1,671
+9% +$88.9K 0.61% 22
2021
Q4 		$1.04M Buy
+19,012
New +$1.04M 0.62% 17

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

OLIO Financial Planning's VTEB Position: Q2 2026 in Review

OLIO Financial Planning reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.6% in Q2 2026, selling an estimated $161K and leaving 85,515 shares worth $4.33M. The position accounts for 1.07% of the portfolio, ranked #10.

OLIO Financial Planning first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.68M in Q2 2025. 332 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • OLIO Financial Planning held 85,515 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.33M as of Q2 2026.
  • OLIO Financial Planning sold 3,209 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $161K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.07% of OLIO Financial Planning's portfolio in Q2 2026, its #10 holding.
  • OLIO Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
  • OLIO Financial Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.68M in Q2 2025.
  • 332 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.