XY Planning Network’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

XY Planning Network’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
2025 Q4	–	Sell	-4,156	Closed	-$204K	–	258
2025 Q3	$204K	Hold	4,156	–	–	0.07%	172
2025 Q2	$204K	Sell	4,156 -113	-3%	-$5.52K	0.07%	172
2025 Q1	$212K	Sell	4,269 -81	-2%	-$4.05K	0.14%	102
2024 Q4	$218K	Buy	+4,350	New	+$220K	0.16%	91

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

XY Planning Network's VTEB Position: Q4 2025 in Review

XY Planning Network sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 4,156 shares — an estimated $204K sold.

XY Planning Network first reported a position in VTEB in Q4 2024 and held it in 4 quarters. The position peaked at $218K in Q4 2024. 1,312 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

XY Planning Network reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
XY Planning Network sold 4,156 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $204K.
XY Planning Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and held it in 4 quarters.
XY Planning Network's Vanguard Tax-Exempt Bond Index Fund position peaked at $218K in Q4 2024.
1,312 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on XY Planning Network's 13F filing for Q4 2025, filed 26 Jan 2026.