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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
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 $1.56T 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

Sterling Financial Planning's VTEB Position: Q1 2026 in Review

Sterling Financial Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.5% in Q1 2026, buying an estimated $169K and bringing the position to 77,439 shares worth $3.86M. The position accounts for 1.15% of the portfolio, ranked #28.

Sterling Financial Planning first reported a position in VTEB in Q3 2023 and has held it in 11 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Sterling Financial Planning held 77,439 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.86M as of Q1 2026.
  • Sterling Financial Planning bought 3,342 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $169K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.15% of Sterling Financial Planning's portfolio in Q1 2026, its #28 holding.
  • Sterling Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 11 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.