Precedent Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Precedent Wealth Partners’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	$2.49M	Buy	52,666 +3,073	+6%	+$152K	0.38%	77
2026 Q2	$2.51M	Buy	49,593 +3,112	+7%	+$156K	0.42%	71
2026 Q1	$2.32M	Buy	46,481 +2,162	+5%	+$109K	0.46%	67
2025 Q4	$2.23M	Sell	44,319 -2,497	-5%	-$126K	0.47%	69
2025 Q3	$2.34M	Buy	46,816 +8,468	+22%	+$416K	0.52%	58
2025 Q2	$1.88M	Sell	38,348 -2,287	-6%	-$112K	0.46%	65
2025 Q1	$2.02M	Buy	40,635 +14,585	+56%	+$730K	0.56%	54
2024 Q4	$1.31M	Buy	26,050 +4,357	+20%	+$220K	0.43%	66
2024 Q3	$1.11M	Buy	21,693 +2,772	+15%	+$140K	0.37%	76
2024 Q2	$948K	Buy	18,921 +2,855	+18%	+$143K	0.38%	69
2024 Q1	$813K	Buy	16,066 +1,995	+14%	+$101K	0.35%	76
2023 Q4	$718K	Buy	+14,071	New	+$690K	0.37%	73

Other funds holding VTEB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Precedent Wealth Partners's VTEB Position: Q3 2026 in Review

Precedent Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.2% in Q3 2026, buying an estimated $152K and bringing the position to 52,666 shares worth $2.49M. The position accounts for 0.38% of the portfolio, ranked #77.

Precedent Wealth Partners first reported a position in VTEB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.51M in Q2 2026. 1,124 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Precedent Wealth Partners held 52,666 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.49M as of Q3 2026.
Precedent Wealth Partners bought 3,073 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $152K.
Vanguard Tax-Exempt Bond Index Fund made up 0.38% of Precedent Wealth Partners's portfolio in Q3 2026, its #77 holding.
Precedent Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 12 quarters since.
Precedent Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.51M in Q2 2026.
1,124 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.