Richardson Financial Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Richardson Financial 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 Q1	$671K	Sell	13,449 -6,328	-32%	-$320K	0.42%	58
2025 Q4	$520K	Sell	19,777 -1,016	-5%	-$51.1K	0.17%	76
2025 Q3	$1.04M	Hold	20,793	–	–	0.65%	33
2025 Q2	$1.02M	Buy	+20,793	New	+$1.02M	0.68%	32
2025 Q1	–	Sell	-18,920	Closed	-$948K	–	638
2024 Q4	$948K	Sell	18,920 -26,034	-58%	-$1.32M	0.67%	33
2024 Q3	$2.28M	Buy	44,954 +22,477	+100%	+$1.14M	1.45%	12
2024 Q2	$1.13M	Buy	22,477 +53	+0.2%	+$2.65K	0.81%	26
2024 Q1	$1.12M	Buy	+22,424	New	+$1.14M	0.79%	30

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

Richardson Financial Services's VTEB Position: Q1 2026 in Review

Richardson Financial Services reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 32% in Q1 2026, selling an estimated $320K and leaving 13,449 shares worth $671K. The position accounts for 0.42% of the portfolio, ranked #58.

Richardson Financial Services first reported a position in VTEB in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.28M in Q3 2024. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Richardson Financial Services held 13,449 shares of Vanguard Tax-Exempt Bond Index Fund worth $671K as of Q1 2026.
Richardson Financial Services sold 6,328 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $320K.
Vanguard Tax-Exempt Bond Index Fund made up 0.42% of Richardson Financial Services's portfolio in Q1 2026, its #58 holding.
Richardson Financial Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 8 quarters since.
Richardson Financial Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.28M in Q3 2024.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.