Personal CFO Solutions’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Personal CFO Solutions’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	–	Sell	-5,762	Closed	-$287K	–	591
2026 Q1	$287K	Buy	+5,762	New	+$291K	0.04%	395
2023 Q4	–	Sell	-13,689	Closed	-$658K	–	549
2023 Q3	$658K	Sell	13,689 -7,984	-37%	-$396K	0.13%	152
2023 Q2	$1.09M	Buy	21,673 +1,476	+7%	+$74.2K	0.22%	89
2023 Q1	$1.02M	Buy	20,197 +651	+3%	+$32.7K	0.21%	89
2022 Q4	$967K	Sell	19,546 -4,813	-20%	-$235K	0.2%	94
2022 Q3	$1.17M	Buy	24,359 +718	+3%	+$35.9K	0.29%	63
2022 Q2	$1.18M	Buy	23,641 +2,001	+9%	+$100K	0.28%	63
2022 Q1	$1.12M	Sell	21,640 -8,164	-27%	-$435K	0.22%	94
2021 Q4	$1.64M	Buy	29,804 +1,742	+6%	+$95.5K	0.31%	61
2021 Q3	$1.54M	Buy	28,062 +39	+0.1%	+$2.16K	0.32%	60
2021 Q2	$1.55M	Hold	28,023	–	–	0.32%	59
2021 Q1	$1.53M	Buy	28,023 +23	+0.1%	+$1.26K	0.33%	58
2020 Q4	$1.54M	Hold	28,000	–	–	0.38%	55
2020 Q3	$2M	Hold	28,000	–	–	0.67%	47
2020 Q2	$1.52M	Hold	28,000	–	–	0.45%	53
2020 Q1	$1.48M	Hold	28,000	–	–	0.53%	43
2019 Q4	$1.5M	Hold	28,000	–	–	0.43%	39
2019 Q3	$1.5M	Buy	+28,000	New	+$1.5M	0.6%	29

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

Personal CFO Solutions's VTEB Position: Q2 2026 in Review

Personal CFO Solutions sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 5,762 shares — an estimated $287K sold.

Personal CFO Solutions first reported a position in VTEB in Q3 2019 and held it in 18 quarters. The position peaked at $2M in Q3 2020. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Personal CFO Solutions reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
Personal CFO Solutions sold 5,762 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $287K.
Personal CFO Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and held it in 18 quarters.
Personal CFO Solutions's Vanguard Tax-Exempt Bond Index Fund position peaked at $2M in Q3 2020.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.