Peak Retirement Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Peak Retirement 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	$882K	Sell	17,446 -2,158	-11%	-$108K	0.14%	90
2026 Q1	$978K	Buy	19,604 +7,974	+69%	+$403K	0.2%	85
2025 Q4	$585K	Sell	11,630 -3,738	-24%	-$188K	0.14%	98
2025 Q3	$769K	Buy	15,368 +544	+4%	+$26.7K	0.22%	83
2025 Q2	$727K	Buy	14,824 +6,421	+76%	+$314K	0.29%	76
2025 Q1	$417K	Sell	8,403 -2,064	-20%	-$103K	0.23%	86
2024 Q4	$525K	Buy	+10,467	New	+$529K	0.35%	78

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

Peak Retirement Planning's VTEB Position: Q2 2026 in Review

Peak Retirement Planning reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, selling an estimated $108K and leaving 17,446 shares worth $882K. The position accounts for 0.14% of the portfolio, ranked #90.

Peak Retirement Planning first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $978K in Q1 2026. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Peak Retirement Planning held 17,446 shares of Vanguard Tax-Exempt Bond Index Fund worth $882K as of Q2 2026.
Peak Retirement Planning sold 2,158 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $108K.
Vanguard Tax-Exempt Bond Index Fund made up 0.14% of Peak Retirement Planning's portfolio in Q2 2026, its #90 holding.
Peak Retirement Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Peak Retirement Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $978K in Q1 2026.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.