Quantum Financial Planning Services
VTEB icon

Quantum Financial Planning Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Quantum Financial Planning Services’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 		$249K Sell
5,258
-3,887
-43% -$192K 0.07% 47
2026
Q2 		$463K Sell
9,145
-611
-6% -$30.7K 0.14% 33
2026
Q1 		$487K Buy
9,756
+197
+2% +$9.9K 0.17% 29
2025
Q4 		$481K Buy
9,559
+199
+2% +$10K 0.17% 28
2025
Q3 		$469K Buy
9,360
+163
+2% +$8.01K 0.19% 22
2025
Q2 		$451K Buy
9,197
+4,134
+82% +$202K 0.21% 20
2025
Q1 		$251K Hold
5,063
– – 0.14% 33
2024
Q4 		$254K Buy
+5,063
New +$256K 0.14% 32

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Orgel Wealth Management
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Prime Capital Investment Advisors
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Wealth Enhancement Advisory Services
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Winthrop Advisory Group
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Mather Group
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West Financial Advisors
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Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Quantum Financial Planning Services's VTEB Position: Q3 2026 in Review

Quantum Financial Planning Services reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 43% in Q3 2026, selling an estimated $192K and leaving 5,258 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #47.

Quantum Financial Planning Services first reported a position in VTEB in Q4 2024 and has held it in 8 quarters since. The position peaked at $487K in Q1 2026. 534 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Quantum Financial Planning Services held 5,258 shares of Vanguard Tax-Exempt Bond Index Fund worth $249K as of Q3 2026.
  • Quantum Financial Planning Services sold 3,887 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $192K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Quantum Financial Planning Services's portfolio in Q3 2026, its #47 holding.
  • Quantum Financial Planning Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 8 quarters since.
  • Quantum Financial Planning Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $487K in Q1 2026.
  • 534 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.