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 Q2	$3.14M	Buy	62,046 +1,468	+2%	+$73.8K	2.18%	20
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 $1.81T 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

PlanWiser Financial's VTEB Position: Q2 2026 in Review

PlanWiser Financial increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.4% in Q2 2026, buying an estimated $73.8K and bringing the position to 62,046 shares worth $3.14M. The position accounts for 2.18% of the portfolio, ranked #20.

PlanWiser Financial first reported a position in VTEB in Q1 2025 and has held it in 6 quarters since. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

PlanWiser Financial held 62,046 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.14M as of Q2 2026.
PlanWiser Financial bought 1,468 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $73.8K.
Vanguard Tax-Exempt Bond Index Fund made up 2.18% of PlanWiser Financial's portfolio in Q2 2026, its #20 holding.
PlanWiser Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 6 quarters since.
1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.