Paladin Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-840	Closed	-$41.6K	–	504
2022 Q4	$41.6K	Sell	840 -5,658	-87%	-$277K	0.04%	163
2022 Q3	$312K	Buy	6,498 +5,418	+502%	+$271K	0.28%	64
2022 Q2	$53K	Buy	+1,080	New	+$54.1K	0.05%	157
2022 Q1	–	Sell	-1,575	Closed	-$86K	–	522
2021 Q4	$86K	Buy	+1,575	New	+$86.3K	0.07%	145

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

Paladin Advisory Group's VTEB Position: Q1 2026 in Review

Paladin Advisory Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.2% in Q1 2026, buying an estimated $8.28K and bringing the position to 13,416 shares worth $669K. The position accounts for 0.51% of the portfolio, ranked #40.

Paladin Advisory Group first reported a position in VTEB in Q1 2022 and has held it in 14 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Paladin Advisory Group held 13,416 shares of Vanguard Tax-Exempt Bond Index Fund worth $669K as of Q1 2026.
Paladin Advisory Group bought 164 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $8.28K.
Vanguard Tax-Exempt Bond Index Fund made up 0.51% of Paladin Advisory Group's portfolio in Q1 2026, its #40 holding.
Paladin Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 14 quarters since.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.