Advisor Resource Council’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-91,570	Closed	-$4.52M	–	590
2025 Q1	$4.52M	Buy	+91,570	New	+$4.58M	0.37%	68
2024 Q1	–	Sell	-43,386	Closed	-$2.21M	–	527
2023 Q4	$2.21M	Buy	+43,386	New	+$2.13M	0.26%	93
2022 Q3	–	Sell	-8,596	Closed	-$429K	–	499
2022 Q2	$429K	Buy	+8,596	New	+$431K	0.04%	307
2022 Q1	–	Sell	-36,805	Closed	-$2.02M	–	549
2021 Q4	$2.02M	Buy	+36,805	New	+$2.02M	0.16%	135
2021 Q3	–	Sell	-26,553	Closed	-$1.47M	–	495
2021 Q2	$1.47M	Buy	+26,553	New	+$1.46M	0.15%	152

Other funds holding VTEB

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Creative Planning

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthfront Advisers

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

Fidelity Investments

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

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return