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

Wayfinding Financial’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 		$350K Sell
7,025
-51
-0.7% -$2.58K 0.15% 97
2025
Q4 		$355K Hold
7,076
– – 0.15% 93
2025
Q3 		$354K Buy
7,076
+913
+15% +$44.9K 0.15% 91
2025
Q2 		$300K Sell
6,163
-4,848
-44% -$237K 0.13% 100
2025
Q1 		$546K Buy
+11,011
New +$551K 0.24% 68

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wayfinding Financial's VTEB Position: Q1 2026 in Review

Wayfinding Financial reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.72% in Q1 2026, selling an estimated $2.58K and leaving 7,025 shares worth $350K. The position accounts for 0.15% of the portfolio, ranked #97.

Wayfinding Financial first reported a position in VTEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $546K in Q1 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Wayfinding Financial held 7,025 shares of Vanguard Tax-Exempt Bond Index Fund worth $350K as of Q1 2026.
  • Wayfinding Financial sold 51 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $2.58K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.15% of Wayfinding Financial's portfolio in Q1 2026, its #97 holding.
  • Wayfinding Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 5 quarters since.
  • Wayfinding Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $546K in Q1 2025.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.