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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
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
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

Wrenne Financial Planning's VTEB Position: Q1 2026 in Review

Wrenne Financial Planning reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.06% in Q1 2026, selling an estimated $2.47K and leaving 84,455 shares worth $4.21M. The position accounts for 1.65% of the portfolio, ranked #13.

Wrenne Financial Planning first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.65M in Q3 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Wrenne Financial Planning held 84,455 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.21M as of Q1 2026.
  • Wrenne Financial Planning sold 49 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $2.47K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.65% of Wrenne Financial Planning's portfolio in Q1 2026, its #13 holding.
  • Wrenne Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
  • Wrenne Financial Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.65M in Q3 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Wrenne Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.