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

Traction Financial Partners’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	$3.57M	Sell	71,472 -7,793	-10%	-$393K	2.2%	12
2025 Q4	$3.99M	Buy	79,265 +886	+1%	+$44.6K	2.36%	12
2025 Q3	$3.92M	Sell	78,379 -871	-1%	-$42.8K	2.42%	12
2025 Q2	$3.89M	Sell	79,250 -13,936	-15%	-$681K	2.63%	11
2025 Q1	$4.62M	Sell	93,186 -5,753	-6%	-$288K	3.61%	8
2024 Q4	$4.96M	Sell	98,939 -346	-0.3%	-$17.5K	3.85%	8
2024 Q3	$5.08M	Sell	99,285 -13,544	-12%	-$686K	3.98%	8
2024 Q2	$5.71M	Sell	112,829 -1,512	-1%	-$75.7K	4.16%	8
2024 Q1	$5.74M	Buy	114,341 +1,104	+1%	+$56K	4.48%	8
2023 Q4	$5.78M	Buy	+113,237	New	+$5.55M	3.88%	8

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

Traction Financial Partners's VTEB Position: Q1 2026 in Review

Traction Financial Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.8% in Q1 2026, selling an estimated $393K and leaving 71,472 shares worth $3.57M. The position accounts for 2.2% of the portfolio, ranked #12.

Traction Financial Partners first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.78M in Q4 2023. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Traction Financial Partners held 71,472 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.57M as of Q1 2026.
Traction Financial Partners sold 7,793 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $393K.
Vanguard Tax-Exempt Bond Index Fund made up 2.2% of Traction Financial Partners's portfolio in Q1 2026, its #12 holding.
Traction Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
Traction Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.78M in Q4 2023.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.