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

RCS Financial Planning’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	$4.69M	Sell	94,040 -4,258	-4%	-$215K	2.43%	10
2025 Q4	$4.94M	Buy	98,298 +1,247	+1%	+$62.7K	2.13%	14
2025 Q3	$4.86M	Sell	97,051 -1,737	-2%	-$85.4K	2.15%	12
2025 Q2	$4.84M	Buy	98,788 +40,087	+68%	+$1.96M	2.41%	12
2025 Q1	$2.91M	Sell	58,701 -8,684	-13%	-$434K	1.54%	16
2024 Q4	$3.38M	Buy	67,385 +31,243	+86%	+$1.58M	1.8%	13
2024 Q3	$1.85M	Buy	36,142 +1,454	+4%	+$73.7K	1.03%	21
2024 Q2	$1.74M	Buy	34,688 +87	+0.3%	+$4.35K	1.02%	22
2024 Q1	$1.75M	Buy	34,601 +374	+1%	+$19K	1.08%	21
2023 Q4	$1.75M	Buy	34,227 +6,623	+24%	+$325K	1.14%	21
2023 Q3	$1.33M	Buy	27,604 +22,294	+420%	+$1.1M	1.01%	22
2023 Q2	$267K	Hold	5,310	–	–	0.22%	46
2023 Q1	$269K	Buy	5,310 +910	+21%	+$45.7K	0.24%	46
2022 Q4	$218K	Buy	+4,400	New	+$215K	0.21%	48

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

RCS Financial Planning's VTEB Position: Q1 2026 in Review

RCS Financial Planning reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.3% in Q1 2026, selling an estimated $215K and leaving 94,040 shares worth $4.69M. The position accounts for 2.43% of the portfolio, ranked #10.

RCS Financial Planning first reported a position in VTEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.94M in Q4 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

RCS Financial Planning held 94,040 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.69M as of Q1 2026.
RCS Financial Planning sold 4,258 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $215K.
Vanguard Tax-Exempt Bond Index Fund made up 2.43% of RCS Financial Planning's portfolio in Q1 2026, its #10 holding.
RCS Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 14 quarters since.
RCS Financial Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.94M in Q4 2025.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.