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

Tribridge Partners 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	$698K	Buy	13,954 +1,219	+10%	+$61.6K	0.29%	26
2025 Q4	$640K	Buy	12,735 +406	+3%	+$20.4K	0.27%	26
2025 Q3	$616K	Buy	12,329 +3,268	+36%	+$161K	0.28%	25
2025 Q2	$444K	Buy	+9,061	New	+$443K	0.26%	31

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

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

Tribridge Partners Financial increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.6% in Q1 2026, buying an estimated $61.6K and bringing the position to 13,954 shares worth $698K. The position accounts for 0.29% of the portfolio, ranked #26.

Tribridge Partners Financial first reported a position in VTEB in Q2 2025 and has held it in 4 quarters since. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Tribridge Partners Financial held 13,954 shares of Vanguard Tax-Exempt Bond Index Fund worth $698K as of Q1 2026.
Tribridge Partners Financial bought 1,219 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $61.6K.
Vanguard Tax-Exempt Bond Index Fund made up 0.29% of Tribridge Partners Financial's portfolio in Q1 2026, its #26 holding.
Tribridge Partners Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 4 quarters since.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Tribridge Partners Financial's 13F filing for Q1 2026, filed 15 Apr 2026.