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PlanVest Financial’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

PlanVest Financial’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 		$363K Sell
7,173
-1,274
-15% -$64K 0.24% 68
2026
Q1 		$421K Buy
+8,447
New +$427K 0.32% 61

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PlanVest Financial's VTEB Position: Q2 2026 in Review

PlanVest Financial reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 15% in Q2 2026, selling an estimated $64K and leaving 7,173 shares worth $363K. The position accounts for 0.24% of the portfolio, ranked #68.

PlanVest Financial first reported a position in VTEB in Q1 2026 and has held it in 2 quarters since. The position peaked at $421K in Q1 2026. 1,363 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • PlanVest Financial held 7,173 shares of Vanguard Tax-Exempt Bond Index Fund worth $363K as of Q2 2026.
  • PlanVest Financial sold 1,274 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $64K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.24% of PlanVest Financial's portfolio in Q2 2026, its #68 holding.
  • PlanVest Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $421K in Q1 2026.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.