Pinnacle Wealth Planning Services
VTEB icon

Pinnacle Wealth Planning Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$65.3K Hold
1,379
– – 0.01% 1110
2026
Q2 		$69.8K Buy
1,379
+601
+77% +$30.2K 0.01% 1070
2026
Q1 		$38.8K Buy
778
+773
+15,460% +$39K ﹤0.01% 1337
2025
Q4 		$251 Buy
+5
New +$252 ﹤0.01% 2700

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Pinnacle Wealth Planning Services's VTEB Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 1,379 shares worth $65.3K. The position accounts for 0.01% of the portfolio, ranked #1110.

Pinnacle Wealth Planning Services first reported a position in VTEB in Q4 2025 and has held it in 4 quarters since. The position peaked at $69.8K in Q2 2026. 1,278 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,379 shares of Vanguard Tax-Exempt Bond Index Fund worth $65.3K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1110 holding.
  • Pinnacle Wealth Planning Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $69.8K in Q2 2026.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.