Valtinson Bruner Financial Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Valtinson Bruner Financial Planning’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
2025 Q2	–	Sell	-7,359	Closed	-$365K	–	161
2025 Q1	$365K	Hold	7,359	–	–	0.12%	90
2024 Q4	$369K	Hold	7,359	–	–	0.13%	98
2024 Q3	$376K	Hold	7,359	–	–	0.13%	97
2024 Q2	$369K	Hold	7,359	–	–	0.15%	92
2024 Q1	$372K	Hold	7,359	–	–	0.16%	89
2023 Q4	$376K	Buy	7,359 +142	+2%	+$6.96K	0.19%	89
2023 Q3	$347K	Buy	7,217 +1,427	+25%	+$70.7K	0.19%	87
2023 Q2	$291K	Hold	5,790	–	–	0.16%	94
2023 Q1	$293K	Hold	5,790	–	–	0.17%	97
2022 Q4	$294K	Buy	+5,790	New	+$283K	0.17%	94

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Valtinson Bruner Financial Planning's VTEB Position: Q2 2025 in Review

Valtinson Bruner Financial Planning sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 7,359 shares — an estimated $365K sold.

Valtinson Bruner Financial Planning first reported a position in VTEB in Q4 2022 and held it in 10 quarters. The position peaked at $376K in Q3 2024. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

Valtinson Bruner Financial Planning reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
Valtinson Bruner Financial Planning sold 7,359 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $365K.
Valtinson Bruner Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 10 quarters.
Valtinson Bruner Financial Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $376K in Q3 2024.
1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.