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

ORG 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
2025 Q4	$166K	Buy	3,301 +3,043	+1,179%	+$153K	0.03%	357
2025 Q3	$12.9K	Sell	258 -19,537	-99%	-$960K	﹤0.01%	905
2025 Q2	$969K	Buy	+19,795	New	+$967K	0.21%	104
2024 Q1	–	Sell	-37	Closed	-$1.93K	–	1104
2023 Q4	$1.93K	Buy	+37	New	+$1.81K	﹤0.01%	961
2023 Q3	–	Sell	-1,163	Closed	-$58.3K	–	1606
2023 Q2	$58.3K	Buy	+1,163	New	+$58.4K	0.01%	621

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

ORG Partners's VTEB Position: Q4 2025 in Review

ORG Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1,179% in Q4 2025, buying an estimated $153K and bringing the position to 3,301 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #357.

ORG Partners first reported a position in VTEB in Q2 2023 and has held it in 5 quarters since. The position peaked at $969K in Q2 2025. 1,312 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

ORG Partners held 3,301 shares of Vanguard Tax-Exempt Bond Index Fund worth $166K as of Q4 2025.
ORG Partners bought 3,043 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $153K.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of ORG Partners's portfolio in Q4 2025, its #357 holding.
ORG Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 5 quarters since.
ORG Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $969K in Q2 2025.
1,312 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.