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Root Financial Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Root Financial Partners’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 		$1.12M Buy
22,354
+742
+3% +$37.5K 0.05% 95
2025
Q4 		$1.09M Sell
21,612
-6,525
-23% -$328K 0.06% 90
2025
Q3 		$1.41M Buy
28,137
+1,515
+6% +$74.5K 0.09% 71
2025
Q2 		$1.31M Buy
26,622
+9,052
+52% +$442K 0.13% 62
2025
Q1 		$872K Buy
17,570
+4,298
+32% +$215K 0.09% 77
2024
Q4 		$665K Buy
13,272
+44
+0.3% +$2.22K 0.08% 93
2024
Q3 		$676K Buy
+13,228
New +$670K 0.11% 72

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

Root Financial Partners's VTEB Position: Q1 2026 in Review

Root Financial Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.4% in Q1 2026, buying an estimated $37.5K and bringing the position to 22,354 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #95.

Root Financial Partners first reported a position in VTEB in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q3 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Root Financial Partners held 22,354 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.12M as of Q1 2026.
  • Root Financial Partners bought 742 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $37.5K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Root Financial Partners's portfolio in Q1 2026, its #95 holding.
  • Root Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.41M in Q3 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.