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

Xena 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 		$7.03M Buy
138,926
+2,476
+2% +$124K 6.74% 6
2026
Q1 		$6.81M Buy
136,450
+916
+0.7% +$46.3K 7.68% 4
2025
Q4 		$6.82M Buy
+135,534
New +$6.82M 8% 4

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Xena Financial Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.8% in Q2 2026, buying an estimated $124K and bringing the position to 138,926 shares worth $7.03M. The position accounts for 6.74% of the portfolio, ranked #6.

Xena Financial Planning first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Xena Financial Planning held 138,926 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.03M as of Q2 2026.
  • Xena Financial Planning bought 2,476 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $124K.
  • Vanguard Tax-Exempt Bond Index Fund made up 6.74% of Xena Financial Planning's portfolio in Q2 2026, its #6 holding.
  • Xena Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.