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 Q2	$1.16M	Buy	22,896 +542	+2%	+$27.2K	0.05%	112
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 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

Root Financial Partners's VTEB Position: Q2 2026 in Review

Root Financial Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.4% in Q2 2026, buying an estimated $27.2K and bringing the position to 22,896 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #112.

Root Financial Partners first reported a position in VTEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q3 2025. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Root Financial Partners held 22,896 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.16M as of Q2 2026.
Root Financial Partners bought 542 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $27.2K.
Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Root Financial Partners's portfolio in Q2 2026, its #112 holding.
Root Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 8 quarters since.
Root Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.41M in Q3 2025.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.