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

Tandem Financial’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 		$398K Buy
+7,969
New +$402K 0.13% 76
2025
Q4 		– Sell
-8,764
Closed -$439K – 90
2025
Q3 		$439K Buy
+8,764
New +$431K 0.16% 71

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 $52B AUM 24.53% 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

Tandem Financial's VTEB Position: Q1 2026 in Review

Tandem Financial opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026: 7,969 shares worth $398K. The stake represents 0.13% of the portfolio and ranks #76 among its holdings. This is a return to the name: Tandem Financial previously reported a position in VTEB as recently as Q3 2025.

Tandem Financial first reported a position in VTEB in Q3 2025 and has held it in 2 quarters since. The position peaked at $439K in Q3 2025. 1,349 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Tandem Financial held 7,969 shares of Vanguard Tax-Exempt Bond Index Fund worth $398K as of Q1 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Tandem Financial position in Q1 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Tandem Financial's portfolio in Q1 2026, its #76 holding.
  • Tandem Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 2 quarters since.
  • Tandem Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $439K in Q3 2025.
  • 1,349 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.