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Strategic Blueprint’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Strategic Blueprint’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 		$7.54M Sell
151,125
-8,732
-5% -$441K 0.44% 61
2025
Q4 		$8.04M Sell
159,857
-28,205
-15% -$1.42M 0.47% 52
2025
Q3 		$9.42M Sell
188,062
-22,156
-11% -$1.09M 0.41% 61
2025
Q2 		$10.3M Buy
210,218
+25,866
+14% +$1.26M 0.51% 47
2025
Q1 		$9.15M Buy
184,352
+17,607
+11% +$881K 0.5% 49
2024
Q4 		$8.36M Sell
166,745
-9,046
-5% -$457K 0.5% 44
2024
Q3 		$8.99M Buy
175,791
+8,591
+5% +$435K 0.56% 40
2024
Q2 		$8.38M Buy
167,200
+23,289
+16% +$1.17M 0.57% 40
2024
Q1 		$7.28M Buy
143,911
+55,120
+62% +$2.79M 0.52% 46
2023
Q4 		$4.53M Buy
88,791
+12,917
+17% +$633K 0.37% 63
2023
Q3 		$3.65M Buy
75,874
+43,125
+132% +$2.14M 0.34% 68
2023
Q2 		$1.64M Buy
32,749
+2,194
+7% +$110K 0.16% 134
2023
Q1 		$1.55M Buy
30,555
+10,363
+51% +$520K 0.16% 144
2022
Q4 		$999K Buy
+20,192
New +$987K 0.12% 182
2021
Q3 		– Sell
-1,577
Closed -$87K – 1308
2021
Q2 		$87K Buy
+1,577
New +$86.9K 0.01% 529

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

Strategic Blueprint's VTEB Position: Q1 2026 in Review

Strategic Blueprint reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.5% in Q1 2026, selling an estimated $441K and leaving 151,125 shares worth $7.54M. The position accounts for 0.44% of the portfolio, ranked #61.

Strategic Blueprint first reported a position in VTEB in Q2 2021 and has held it in 15 quarters since. The position peaked at $10.3M in Q2 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Strategic Blueprint held 151,125 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.54M as of Q1 2026.
  • Strategic Blueprint sold 8,732 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $441K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.44% of Strategic Blueprint's portfolio in Q1 2026, its #61 holding.
  • Strategic Blueprint first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and has held it in 15 quarters since.
  • Strategic Blueprint's Vanguard Tax-Exempt Bond Index Fund position peaked at $10.3M in Q2 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.