Ritter Daniher Financial Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Ritter Daniher Financial Advisory’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	$1.73M	Sell	34,164 -9,435	-22%	-$474K	0.26%	46
2026 Q1	$2.18M	Hold	43,599	–	–	0.37%	35
2025 Q4	$2.19M	Buy	43,599 +9,435	+28%	+$475K	0.37%	37
2025 Q3	$1.71M	Buy	34,164 +25,764	+307%	+$1.27M	0.3%	38
2025 Q2	$412K	Hold	8,400	–	–	0.1%	61
2025 Q1	$417K	Hold	8,400	–	–	0.11%	56
2024 Q4	$421K	Hold	8,400	–	–	0.12%	54
2024 Q3	$429K	Hold	8,400	–	–	0.12%	55
2024 Q2	$421K	Hold	8,400	–	–	0.13%	53
2024 Q1	$425K	Hold	8,400	–	–	0.14%	52
2023 Q4	$429K	Buy	+8,400	New	+$412K	0.16%	50

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ritter Daniher Financial Advisory's VTEB Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 22% in Q2 2026, selling an estimated $474K and leaving 34,164 shares worth $1.73M. The position accounts for 0.26% of the portfolio, ranked #46.

Ritter Daniher Financial Advisory first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.19M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Ritter Daniher Financial Advisory held 34,164 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.73M as of Q2 2026.
Ritter Daniher Financial Advisory sold 9,435 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $474K.
Vanguard Tax-Exempt Bond Index Fund made up 0.26% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #46 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Ritter Daniher Financial Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.19M in Q4 2025.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.