Yeomans Consulting Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Yeomans Consulting Group’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	$15.6M	Buy	310,975 +202,118	+186%	+$10.2M	4.58%	8
2025 Q3	$5.44M	Buy	108,857 +3,061	+3%	+$150K	1.88%	15
2025 Q2	$5.18M	Buy	105,796 +3,360	+3%	+$164K	2.14%	16
2025 Q1	$5.08M	Buy	102,436 +6,612	+7%	+$331K	1.96%	15
2024 Q4	$4.8M	Buy	95,824 +5,493	+6%	+$278K	1.8%	14
2024 Q3	$4.62M	Sell	90,331 -874	-1%	-$44.3K	1.73%	13
2024 Q2	$4.57M	Buy	91,205 +1,941	+2%	+$97.1K	1.77%	12
2024 Q1	$4.52M	Sell	89,264 -165	-0.2%	-$8.36K	1.98%	13
2023 Q4	$4.57M	Buy	+89,429	New	+$4.39M	2.27%	12

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

Yeomans Consulting Group's VTEB Position: Q4 2025 in Review

Yeomans Consulting Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 186% in Q4 2025, buying an estimated $10.2M and bringing the position to 310,975 shares worth $15.6M. The position accounts for 4.58% of the portfolio, ranked #8.

Yeomans Consulting Group first reported a position in VTEB in Q4 2023 and has held it in 9 quarters since. 1,312 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Yeomans Consulting Group held 310,975 shares of Vanguard Tax-Exempt Bond Index Fund worth $15.6M as of Q4 2025.
Yeomans Consulting Group bought 202,118 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $10.2M.
Vanguard Tax-Exempt Bond Index Fund made up 4.58% of Yeomans Consulting Group's portfolio in Q4 2025, its #8 holding.
Yeomans Consulting Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 9 quarters since.
1,312 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.