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Sterling Financial Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sterling Financial Planning’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 		$3.99M Buy
78,977
+1,538
+2% +$77.3K 1.09% 27
2026
Q1 		$3.86M Buy
77,439
+3,342
+5% +$169K 1.15% 28
2025
Q4 		$3.73M Buy
74,097
+9,473
+15% +$477K 1.12% 26
2025
Q3 		$3.24M Buy
64,624
+1,691
+3% +$83.1K 1.02% 28
2025
Q2 		$3.09M Buy
62,933
+539
+0.9% +$26.3K 1.03% 28
2025
Q1 		$3.1M Sell
62,394
-78
-0.1% -$3.9K 1.12% 27
2024
Q4 		$3.13M Buy
62,472
+11,509
+23% +$582K 1.15% 29
2024
Q3 		$2.61M Buy
50,963
+2,892
+6% +$147K 0.96% 29
2024
Q2 		$2.41M Buy
48,071
+3,545
+8% +$177K 0.98% 30
2024
Q1 		$2.25M Buy
44,526
+6,115
+16% +$310K 0.91% 33
2023
Q4 		$1.96M Buy
38,411
+32,810
+586% +$1.61M 0.85% 35
2023
Q3 		$269K Buy
+5,601
New +$277K 0.14% 82

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sterling Financial Planning's VTEB Position: Q2 2026 in Review

Sterling Financial Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2% in Q2 2026, buying an estimated $77.3K and bringing the position to 78,977 shares worth $3.99M. The position accounts for 1.09% of the portfolio, ranked #27.

Sterling Financial Planning first reported a position in VTEB in Q3 2023 and has held it in 12 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Sterling Financial Planning held 78,977 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.99M as of Q2 2026.
  • Sterling Financial Planning bought 1,538 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $77.3K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.09% of Sterling Financial Planning's portfolio in Q2 2026, its #27 holding.
  • Sterling Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 12 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.