Valley Forge Investment Consultants’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Valley Forge Investment Consultants’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	$952K	Sell	18,814 -4,045	-18%	-$203K	0.25%	34
2026 Q1	$1.14M	Buy	22,859 +63	+0.3%	+$3.18K	0.34%	28
2025 Q4	$1.15M	Sell	22,796 -19,470	-46%	-$980K	0.33%	27
2025 Q3	$2.12M	Buy	42,266 +2,985	+8%	+$147K	0.62%	17
2025 Q2	$1.93M	Buy	39,281 +2,102	+6%	+$103K	0.62%	18
2025 Q1	$1.84M	Buy	37,179 +1,942	+6%	+$97.2K	0.66%	19
2024 Q4	$1.77M	Buy	35,237 +1,839	+6%	+$93K	0.61%	21
2024 Q3	$1.71M	Buy	33,398 +24,916	+294%	+$1.26M	0.6%	21
2024 Q2	$425K	Hold	8,482	–	–	0.16%	48
2024 Q1	$429K	Hold	8,482	–	–	0.17%	45
2023 Q4	$433K	Hold	8,482	–	–	0.19%	43
2023 Q3	$408K	Hold	8,482	–	–	0.19%	48
2023 Q2	$426K	Hold	8,482	–	–	0.21%	39
2023 Q1	$430K	Hold	8,482	–	–	0.22%	38
2022 Q4	$420K	Buy	+8,482	New	+$415K	0.22%	42

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

Valley Forge Investment Consultants's VTEB Position: Q2 2026 in Review

Valley Forge Investment Consultants reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 18% in Q2 2026, selling an estimated $203K and leaving 18,814 shares worth $952K. The position accounts for 0.25% of the portfolio, ranked #34.

Valley Forge Investment Consultants first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.12M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Valley Forge Investment Consultants held 18,814 shares of Vanguard Tax-Exempt Bond Index Fund worth $952K as of Q2 2026.
Valley Forge Investment Consultants sold 4,045 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $203K.
Vanguard Tax-Exempt Bond Index Fund made up 0.25% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #34 holding.
Valley Forge Investment Consultants first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
Valley Forge Investment Consultants's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.12M in Q3 2025.
1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.