RFP Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

RFP Financial Group’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
2025 Q4	–	Sell	-27,807	Closed	-$1.39M	–	106
2025 Q3	$1.39M	Sell	27,807 -1,189	-4%	-$58.4K	0.57%	35
2025 Q2	$1.42M	Buy	28,996 +569	+2%	+$27.8K	0.59%	33
2025 Q1	$1.41M	Sell	28,427 -3,136	-10%	-$157K	0.57%	35
2024 Q4	$1.58M	Buy	31,563 +19,722	+167%	+$997K	0.62%	28
2024 Q3	$605K	Buy	11,841 +40	+0.3%	+$2.03K	0.2%	59
2024 Q2	$591K	Sell	11,801 -3,318	-22%	-$166K	0.22%	58
2024 Q1	$765K	Buy	15,119 +4,382	+41%	+$222K	0.3%	49
2023 Q4	$548K	Buy	10,737 +5,801	+118%	+$284K	0.22%	56
2023 Q3	$237K	Buy	4,936 +35	+0.7%	+$1.73K	0.1%	83
2023 Q2	$246K	Buy	4,901 +33	+0.7%	+$1.66K	0.1%	92
2023 Q1	$247K	Sell	4,868 -967	-17%	-$48.5K	0.28%	33
2022 Q4	$289K	Buy	+5,835	New	+$285K	0.13%	75

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

RFP Financial Group's VTEB Position: Q4 2025 in Review

RFP Financial Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 27,807 shares — an estimated $1.39M sold.

RFP Financial Group first reported a position in VTEB in Q4 2022 and held it in 12 quarters. The position peaked at $1.58M in Q4 2024. 1,318 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

RFP Financial Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
RFP Financial Group sold 27,807 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $1.39M.
RFP Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 12 quarters.
RFP Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.58M in Q4 2024.
1,318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on RFP Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.