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 Q2	$8.52M	Buy	168,500 +33,876	+25%	+$1.7M	5.72%	5
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 $1.81T 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

Vested Financial Planning's VTEB Position: Q2 2026 in Review

Vested Financial Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 25% in Q2 2026, buying an estimated $1.7M and bringing the position to 168,500 shares worth $8.52M. The position accounts for 5.72% of the portfolio, ranked #5.

Vested Financial Planning first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Vested Financial Planning held 168,500 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.52M as of Q2 2026.
Vested Financial Planning bought 33,876 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.7M.
Vanguard Tax-Exempt Bond Index Fund made up 5.72% of Vested Financial Planning's portfolio in Q2 2026, its #5 holding.
Vested Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Vested Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.