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 Q2	$3.35M	Sell	66,230 -5,242	-7%	-$263K	1.78%	13
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 $1.81T 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

Traction Financial Partners's VTEB Position: Q2 2026 in Review

Traction Financial Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.3% in Q2 2026, selling an estimated $263K and leaving 66,230 shares worth $3.35M. The position accounts for 1.78% of the portfolio, ranked #13.

Traction Financial Partners first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.78M in Q4 2023. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Traction Financial Partners held 66,230 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.35M as of Q2 2026.
Traction Financial Partners sold 5,242 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $263K.
Vanguard Tax-Exempt Bond Index Fund made up 1.78% of Traction Financial Partners's portfolio in Q2 2026, its #13 holding.
Traction Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Traction Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.78M in Q4 2023.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Traction Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.