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	0.36%	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 New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Advisor Resource Council's VTEB Position: Q2 2025 in Review

Advisor Resource Council sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 91,570 shares — an estimated $4.52M sold.

Advisor Resource Council first reported a position in VTEB in Q2 2021 and held it in 5 quarters. The position peaked at $4.52M in Q1 2025. 1,210 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

Advisor Resource Council reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 91,570 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $4.52M.
Advisor Resource Council first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.52M in Q1 2025.
1,210 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.