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

Vested 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
2026 Q1	$6.72M	Buy	134,624 +24,569	+22%	+$1.24M	5.12%	7
2025 Q4	$5.53M	Buy	110,055 +7,790	+8%	+$392K	4.26%	8
2025 Q3	$5.12M	Sell	102,265 -1,089	-1%	-$53.5K	4.15%	8
2025 Q2	$5.07M	Buy	103,354 +17,786	+21%	+$869K	4.51%	8
2025 Q1	$4.25M	Buy	85,568 +306	+0.4%	+$15.3K	4.24%	7
2024 Q4	$4.27M	Buy	+85,262	New	+$4.31M	4.05%	7

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

Vested Financial Planning's VTEB Position: Q1 2026 in Review

Vested Financial Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 22% in Q1 2026, buying an estimated $1.24M and bringing the position to 134,624 shares worth $6.72M. The position accounts for 5.12% of the portfolio, ranked #7.

Vested Financial Planning first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Vested Financial Planning held 134,624 shares of Vanguard Tax-Exempt Bond Index Fund worth $6.72M as of Q1 2026.
Vested Financial Planning bought 24,569 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $1.24M.
Vanguard Tax-Exempt Bond Index Fund made up 5.12% of Vested Financial Planning's portfolio in Q1 2026, its #7 holding.
Vested Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Vested Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.