QFPS
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
Q2 		$463K Sell
9,145
-611
-6% -$30.7K 0.14% 33
2026
Q1 		$487K Buy
9,756
+197
+2% +$9.95K 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

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Quantum Financial Planning Services's VTEB Position: Q2 2026 in Review

Quantum Financial Planning Services reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.3% in Q2 2026, selling an estimated $30.7K and leaving 9,145 shares worth $463K. The position accounts for 0.14% of the portfolio, ranked #33.

Quantum Financial Planning Services first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $487K in Q1 2026. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Quantum Financial Planning Services held 9,145 shares of Vanguard Tax-Exempt Bond Index Fund worth $463K as of Q2 2026.
  • Quantum Financial Planning Services sold 611 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $30.7K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.14% of Quantum Financial Planning Services's portfolio in Q2 2026, its #33 holding.
  • Quantum Financial Planning Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • Quantum Financial Planning Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $487K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Quantum Financial Planning Services's 13F filing for Q2 2026, filed 15 Jul 2026.