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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SwitchPoint Financial Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.61% in Q1 2026, buying an estimated $11.3K and bringing the position to 36,900 shares worth $1.84M. The position accounts for 1.25% of the portfolio, ranked #23.

SwitchPoint Financial Planning first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.89M in Q4 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

SwitchPoint Financial Planning held 36,900 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.84M as of Q1 2026.
SwitchPoint Financial Planning bought 223 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $11.3K.
Vanguard Tax-Exempt Bond Index Fund made up 1.25% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #23 holding.
SwitchPoint Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
SwitchPoint Financial Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.89M in Q4 2024.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.