PAX Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

PAX Financial 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
2026 Q1	$276K	Buy	5,525 +119	+2%	+$6.01K	0.05%	174
2025 Q4	$272K	Sell	5,406 -93	-2%	-$4.68K	0.05%	180
2025 Q3	$275K	Buy	5,499 +11	+0.2%	+$541	0.05%	192
2025 Q2	$269K	Buy	5,488 +488	+10%	+$23.8K	0.05%	196
2025 Q1	$248K	Buy	5,000 +622	+14%	+$31.1K	0.04%	223
2024 Q4	$219K	Buy	+4,378	New	+$221K	0.04%	218

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

PAX Financial Group's VTEB Position: Q1 2026 in Review

PAX Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.2% in Q1 2026, buying an estimated $6.01K and bringing the position to 5,525 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #174.

PAX Financial Group first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

PAX Financial Group held 5,525 shares of Vanguard Tax-Exempt Bond Index Fund worth $276K as of Q1 2026.
PAX Financial Group bought 119 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $6.01K.
Vanguard Tax-Exempt Bond Index Fund made up 0.05% of PAX Financial Group's portfolio in Q1 2026, its #174 holding.
PAX Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.