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

PlanWiser 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 Q1	$3.04M	Buy	60,578 +326	+0.5%	+$16.5K	2.2%	16
2025 Q4	$3.04M	Buy	60,252 +1,461	+2%	+$73.5K	2.28%	17
2025 Q3	$2.96M	Buy	58,791 +4,623	+9%	+$227K	2.35%	18
2025 Q2	$2.63M	Sell	54,168 -3,706	-6%	-$181K	2.24%	17
2025 Q1	$2.84M	Buy	+57,874	New	+$2.9M	2.57%	14

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

PlanWiser Financial's VTEB Position: Q1 2026 in Review

PlanWiser Financial increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.54% in Q1 2026, buying an estimated $16.5K and bringing the position to 60,578 shares worth $3.04M. The position accounts for 2.2% of the portfolio, ranked #16.

PlanWiser Financial first reported a position in VTEB in Q1 2025 and has held it in 5 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

PlanWiser Financial held 60,578 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.04M as of Q1 2026.
PlanWiser Financial bought 326 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $16.5K.
Vanguard Tax-Exempt Bond Index Fund made up 2.2% of PlanWiser Financial's portfolio in Q1 2026, its #16 holding.
PlanWiser Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 5 quarters since.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.