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Partners in Financial Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Partners in 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 		$13.3M Buy
262,359
+25,754
+11% +$1.29M 2.01% 13
2026
Q1 		$11.8M Buy
236,605
+6,419
+3% +$324K 1.96% 13
2025
Q4 		$11.6M Buy
230,186
+5,123
+2% +$258K 1.96% 14
2025
Q3 		$11.3M Sell
225,063
-13,129
-6% -$645K 1.95% 14
2025
Q2 		$11.7M Buy
238,192
+21,092
+10% +$1.03M 2.15% 12
2025
Q1 		$10.8M Buy
217,100
+8,118
+4% +$406K 2.16% 12
2024
Q4 		$10.5M Sell
208,982
-12,836
-6% -$649K 2.14% 12
2024
Q3 		$11.3M Buy
221,818
+4,245
+2% +$215K 2.29% 12
2024
Q2 		$10.9M Sell
217,573
-2,470
-1% -$124K 2.37% 12
2024
Q1 		$11.1M Buy
220,043
+6,218
+3% +$315K 2.48% 12
2023
Q4 		$10.9M Sell
213,825
-24,252
-10% -$1.19M 2.56% 12
2023
Q3 		$11.5M Buy
238,077
+14,201
+6% +$703K 2.95% 9
2023
Q2 		$11.2M Buy
223,876
+22,310
+11% +$1.12M 2.86% 10
2023
Q1 		$10.2M Buy
201,566
+10,601
+6% +$532K 2.69% 12
2022
Q4 		$9.48M Buy
190,965
+109,814
+135% +$5.37M 2.62% 12
2022
Q3 		$3.99M Buy
81,151
+12,409
+18% +$620K 1.14% 15
2022
Q2 		$3.39M Buy
68,742
+45,171
+192% +$2.26M 1.08% 14
2022
Q1 		$1.18M Buy
+23,571
New +$1.25M 0.37% 30

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Partners in Financial Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, buying an estimated $1.29M and bringing the position to 262,359 shares worth $13.3M. The position accounts for 2.01% of the portfolio, ranked #13.

Partners in Financial Planning first reported a position in VTEB in Q1 2022 and has held it in 18 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Partners in Financial Planning held 262,359 shares of Vanguard Tax-Exempt Bond Index Fund worth $13.3M as of Q2 2026.
  • Partners in Financial Planning bought 25,754 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.29M.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.01% of Partners in Financial Planning's portfolio in Q2 2026, its #13 holding.
  • Partners in Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 18 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.