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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Planning Group (Kansas)'s VTEB Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 26% in Q1 2026, buying an estimated $186K and bringing the position to 17,713 shares worth $884K. The position accounts for 0.03% of the portfolio, ranked #218.

Retirement Planning Group (Kansas) first reported a position in VTEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.29M in Q1 2025. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Retirement Planning Group (Kansas) held 17,713 shares of Vanguard Tax-Exempt Bond Index Fund worth $884K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 3,686 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $186K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #218 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 5 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $2.29M in Q1 2025.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.