Wood Tarver Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wood Tarver Financial Group’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	$360K	Hold	7,232	–	–	0.1%	111
2025 Q4	$363K	Sell	7,232 -179	-2%	-$9.01K	0.1%	114
2025 Q3	$371K	Hold	7,411	–	–	0.11%	111
2025 Q2	$363K	Hold	7,411	–	–	0.11%	103
2025 Q1	$368K	Sell	7,411 -67	-0.9%	-$3.35K	0.12%	97
2024 Q4	$374K	Buy	+7,478	New	+$378K	0.13%	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

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

Wood Tarver Financial Group's VTEB Position: Q1 2026 in Review

Wood Tarver Financial Group held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 7,232 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #111.

Wood Tarver Financial Group first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $374K in Q4 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Wood Tarver Financial Group held 7,232 shares of Vanguard Tax-Exempt Bond Index Fund worth $360K as of Q1 2026.
Wood Tarver Financial Group left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Wood Tarver Financial Group's portfolio in Q1 2026, its #111 holding.
Wood Tarver Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $374K in Q4 2024.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

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