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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
Q2 		$280K Buy
5,533
+8
+0.1% +$402 0.04% 172
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
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

PAX Financial Group's VTEB Position: Q2 2026 in Review

PAX Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.14% in Q2 2026, buying an estimated $402 and bringing the position to 5,533 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #172.

PAX Financial Group first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • PAX Financial Group held 5,533 shares of Vanguard Tax-Exempt Bond Index Fund worth $280K as of Q2 2026.
  • PAX Financial Group bought 8 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $402.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of PAX Financial Group's portfolio in Q2 2026, its #172 holding.
  • PAX Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.