Abich Financial Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Abich Financial Wealth Management’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 Q3	$10.5K	Buy	+210	New	+$10.3K	﹤0.01%	463
2024 Q3	–	Sell	-816	Closed	-$40.9K	–	830
2024 Q2	$40.9K	Buy	+816	New	+$40.8K	0.03%	175

Other funds holding VTEB

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Abich Financial Wealth Management's VTEB Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025: 210 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in VTEB as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in VTEB in Q2 2024 and has held it in 2 quarters since. The position peaked at $40.9K in Q2 2024. 1,231 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Abich Financial Wealth Management held 210 shares of Vanguard Tax-Exempt Bond Index Fund worth $10.5K as of Q3 2025.
Vanguard Tax-Exempt Bond Index Fund was a new Abich Financial Wealth Management position in Q3 2025.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #463 holding.
Abich Financial Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 2 quarters since.
Abich Financial Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $40.9K in Q2 2024.
1,231 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.