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 Q2	$354K	Sell	6,999 -26	-0.4%	-$1.31K	0.13%	109
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 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

Wayfinding Financial's VTEB Position: Q2 2026 in Review

Wayfinding Financial reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.37% in Q2 2026, selling an estimated $1.31K and leaving 6,999 shares worth $354K. The position accounts for 0.13% of the portfolio, ranked #109.

Wayfinding Financial first reported a position in VTEB in Q1 2025 and has held it in 6 quarters since. The position peaked at $546K in Q1 2025. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Wayfinding Financial held 6,999 shares of Vanguard Tax-Exempt Bond Index Fund worth $354K as of Q2 2026.
Wayfinding Financial sold 26 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.31K.
Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Wayfinding Financial's portfolio in Q2 2026, its #109 holding.
Wayfinding Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 6 quarters since.
Wayfinding Financial's Vanguard Tax-Exempt Bond Index Fund position peaked at $546K in Q1 2025.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.