XY Planning Network
VTEB icon

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
2026
Q3 		$376K Buy
+7,938
New +$391K 0.04% 283
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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
West Financial Advisors
West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

XY Planning Network's VTEB Position: Q3 2026 in Review

XY Planning Network opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 7,938 shares worth $376K. The stake represents 0.04% of the portfolio and ranks #283 among its holdings. This is a return to the name: XY Planning Network previously reported a position in VTEB as recently as Q3 2025.

XY Planning Network first reported a position in VTEB in Q4 2024 and has held it in 5 quarters since. 665 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • XY Planning Network held 7,938 shares of Vanguard Tax-Exempt Bond Index Fund worth $376K as of Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new XY Planning Network position in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #283 holding.
  • XY Planning Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 5 quarters since.
  • 665 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.