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Retirement Planning Group (Kansas)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Retirement Planning Group (Kansas)’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 		$604K Sell
11,943
-5,770
-33% -$290K 0.02% 291
2026
Q1 		$884K Buy
17,713
+3,686
+26% +$186K 0.03% 218
2025
Q4 		$705K Sell
14,027
-3,287
-19% -$165K 0.02% 225
2025
Q3 		$867K Sell
17,314
-13,587
-44% -$668K 0.03% 198
2025
Q2 		$1.52M Sell
30,901
-15,276
-33% -$746K 0.06% 109
2025
Q1 		$2.29M Buy
+46,177
New +$2.31M 0.11% 73

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Retirement Planning Group (Kansas)'s VTEB Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 33% in Q2 2026, selling an estimated $290K and leaving 11,943 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #291.

Retirement Planning Group (Kansas) first reported a position in VTEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.29M in Q1 2025. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Retirement Planning Group (Kansas) held 11,943 shares of Vanguard Tax-Exempt Bond Index Fund worth $604K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 5,770 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $290K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #291 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 6 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $2.29M in Q1 2025.
  • 1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.