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

Wrenne 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	$4.12M	Sell	81,536 -2,919	-3%	-$147K	1.39%	14
2026 Q1	$4.21M	Sell	84,455 -49	-0.1%	-$2.47K	1.65%	13
2025 Q4	$4.25M	Sell	84,504 -8,346	-9%	-$420K	1.73%	13
2025 Q3	$4.65M	Buy	92,850 +699	+0.8%	+$34.4K	1.99%	13
2025 Q2	$4.52M	Buy	92,151 +42,758	+87%	+$2.09M	2.11%	13
2025 Q1	$2.45M	Buy	49,393 +2,098	+4%	+$105K	1.3%	14
2024 Q4	$2.37M	Buy	47,295 +2,374	+5%	+$120K	1.35%	15
2024 Q3	$2.3M	Sell	44,921 -731	-2%	-$37K	1.37%	16
2024 Q2	$2.29M	Sell	45,652 -2,161	-5%	-$108K	1.58%	16
2024 Q1	$2.42M	Sell	47,813 -3,909	-8%	-$198K	1.79%	14
2023 Q4	$2.64M	Buy	+51,722	New	+$2.54M	2.25%	15

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

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

Wrenne Financial Planning reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.5% in Q2 2026, selling an estimated $147K and leaving 81,536 shares worth $4.12M. The position accounts for 1.39% of the portfolio, ranked #14.

Wrenne Financial Planning first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.65M in Q3 2025. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Wrenne Financial Planning held 81,536 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.12M as of Q2 2026.
Wrenne Financial Planning sold 2,919 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $147K.
Vanguard Tax-Exempt Bond Index Fund made up 1.39% of Wrenne Financial Planning's portfolio in Q2 2026, its #14 holding.
Wrenne Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Wrenne Financial Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.65M in Q3 2025.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.