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

Planning Directions’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	$631K	Sell	12,640 -5,911	-32%	-$298K	0.32%	46
2025 Q4	$933K	Buy	18,551 +207	+1%	+$10.4K	0.47%	32
2025 Q3	$918K	Buy	18,344 +154	+0.8%	+$7.57K	0.48%	33
2025 Q2	$892K	Buy	18,190 +151	+0.8%	+$7.38K	0.5%	32
2025 Q1	$895K	Buy	18,039 +96	+0.5%	+$4.8K	0.38%	45
2024 Q4	$899K	Buy	17,943 +187	+1%	+$9.45K	0.52%	32
2024 Q3	$908K	Buy	+17,756	New	+$900K	0.54%	33

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

Planning Directions's VTEB Position: Q1 2026 in Review

Planning Directions reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 32% in Q1 2026, selling an estimated $298K and leaving 12,640 shares worth $631K. The position accounts for 0.32% of the portfolio, ranked #46.

Planning Directions first reported a position in VTEB in Q3 2024 and has held it in 7 quarters since. The position peaked at $933K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Planning Directions held 12,640 shares of Vanguard Tax-Exempt Bond Index Fund worth $631K as of Q1 2026.
Planning Directions sold 5,911 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $298K.
Vanguard Tax-Exempt Bond Index Fund made up 0.32% of Planning Directions's portfolio in Q1 2026, its #46 holding.
Planning Directions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 7 quarters since.
Planning Directions's Vanguard Tax-Exempt Bond Index Fund position peaked at $933K in Q4 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.