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United Financial Planning Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

United Financial Planning Group’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 		– Sell
-458
Closed -$22.9K – 536
2026
Q1 		$22.9K Buy
+458
New +$23.1K 0.01% 127
2025
Q4 		– Sell
-587
Closed -$29.4K – 512
2025
Q3 		$29.4K Buy
+587
New +$28.9K 0.02% 103

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

United Financial Planning Group's VTEB Position: Q2 2026 in Review

United Financial Planning Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 458 shares — an estimated $22.9K sold.

United Financial Planning Group first reported a position in VTEB in Q3 2025 and held it in 2 quarters. The position peaked at $29.4K in Q3 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • United Financial Planning Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 458 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $22.9K.
  • United Financial Planning Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and held it in 2 quarters.
  • United Financial Planning Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $29.4K in Q3 2025.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.