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

TPG Financial Advisors’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	$4.67M	Hold	92,341	–	–	1.39%	23
2026 Q1	$4.61M	Buy	92,341 +28,124	+44%	+$1.42M	1.5%	25
2025 Q4	$3.23M	Hold	64,217	–	–	1.08%	28
2025 Q3	$3.22M	Hold	64,217	–	–	1.2%	27
2025 Q2	$3.15M	Sell	64,217 -24,647	-28%	-$1.2M	1.26%	28
2025 Q1	$4.41M	Buy	88,864 +21,387	+32%	+$1.07M	1.95%	20
2024 Q4	$3.38M	Hold	67,477	–	–	1.47%	21
2024 Q3	$3.45M	Buy	67,477 +42,373	+169%	+$2.15M	1.55%	20
2024 Q2	$1.26M	Buy	+25,104	New	+$1.26M	0.6%	30
2023 Q4	$1.04M	Buy	20,492 +282	+1%	+$13.8K	0.53%	30
2023 Q3	$972K	Buy	+20,210	New	+$1M	0.5%	28
2022 Q4	–	Sell	-4,884	Closed	-$235K	–	48
2022 Q3	$235K	Hold	4,884	–	–	0.14%	42
2022 Q2	$244K	Buy	+4,884	New	+$245K	0.16%	38

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TPG Financial Advisors's VTEB Position: Q2 2026 in Review

TPG Financial Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 92,341 shares worth $4.67M. The position accounts for 1.39% of the portfolio, ranked #23.

TPG Financial Advisors first reported a position in VTEB in Q2 2022 and has held it in 13 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

TPG Financial Advisors held 92,341 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.67M as of Q2 2026.
TPG Financial Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 1.39% of TPG Financial Advisors's portfolio in Q2 2026, its #23 holding.
TPG Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 13 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.