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 $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Paladin Advisory Group's VTEB Position: Q2 2026 in Review

Paladin Advisory Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.37% in Q2 2026, buying an estimated $2.51K and bringing the position to 13,466 shares worth $681K. The position accounts for 0.45% of the portfolio, ranked #44.

Paladin Advisory Group first reported a position in VTEB in Q1 2022 and has held it in 15 quarters since. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Paladin Advisory Group held 13,466 shares of Vanguard Tax-Exempt Bond Index Fund worth $681K as of Q2 2026.
Paladin Advisory Group bought 50 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.51K.
Vanguard Tax-Exempt Bond Index Fund made up 0.45% of Paladin Advisory Group's portfolio in Q2 2026, its #44 holding.
Paladin Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 15 quarters since.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.