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

SwitchPoint 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 		$1.95M Buy
38,641
+1,741
+5% +$87.5K 1.13% 22
2026
Q1 		$1.84M Buy
36,900
+223
+0.6% +$11.3K 1.25% 23
2025
Q4 		$1.84M Buy
36,677
+131
+0.4% +$6.59K 1.29% 21
2025
Q3 		$1.83M Buy
36,546
+325
+0.9% +$16K 1.33% 20
2025
Q2 		$1.78M Sell
36,221
-1,546
-4% -$75.5K 1.46% 19
2025
Q1 		$1.87M Buy
37,767
+9
+0% +$450 1.78% 14
2024
Q4 		$1.89M Buy
+37,758
New +$1.91M 1.81% 15

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

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

SwitchPoint Financial Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.7% in Q2 2026, buying an estimated $87.5K and bringing the position to 38,641 shares worth $1.95M. The position accounts for 1.13% of the portfolio, ranked #22.

SwitchPoint Financial Planning first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • SwitchPoint Financial Planning held 38,641 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.95M as of Q2 2026.
  • SwitchPoint Financial Planning bought 1,741 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $87.5K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.13% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #22 holding.
  • SwitchPoint Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.