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Almanack Investment Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Almanack Investment Partners’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
Q1 		– Sell
-31,861
Closed -$1.6M – 201
2024
Q4 		$1.6M Sell
31,861
-133
-0.4% -$6.72K 0.25% 58
2024
Q3 		$1.64M Sell
31,994
-2,407
-7% -$122K 0.26% 55
2024
Q2 		$1.72M Buy
34,401
+530
+2% +$26.5K 0.29% 53
2024
Q1 		$1.71M Buy
33,871
+3,155
+10% +$160K 0.29% 54
2023
Q4 		$1.57M Buy
30,716
+5,247
+21% +$257K 0.29% 51
2023
Q3 		$1.23M Buy
25,469
+472
+2% +$23.4K 0.24% 49
2023
Q2 		$1.26M Buy
24,997
+4,080
+20% +$205K 0.22% 55
2023
Q1 		$1.06M Sell
20,917
-179
-0.8% -$8.99K 0.21% 57
2022
Q4 		$1.04M Buy
+21,096
New +$1.03M 0.22% 51
2022
Q3 		– Sell
-15,806
Closed -$789K – 958
2022
Q2 		$789K Buy
+15,806
New +$792K 0.08% 160
2020
Q1 		– Sell
-6,848
Closed -$367K – 306
2019
Q4 		$367K Hold
6,848
– – 0.07% 130
2019
Q3 		$367K Hold
6,848
– – 0.07% 140
2019
Q2 		$363K Hold
6,848
– – 0.08% 119
2019
Q1 		$357K Hold
6,848
– – 0.1% 92
2018
Q4 		$350K Sell
6,848
-3,248
-32% -$164K 0.1% 101
2018
Q3 		$504K Buy
+10,096
New +$514K 0.13% 83
2018
Q2 		– Sell
-10,096
Closed -$513K – 178
2018
Q1 		$513K Hold
10,096
– – 0.2% 42
2017
Q4 		$522K Buy
+10,096
New +$521K 0.21% 54

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Almanack Investment Partners's VTEB Position: Q1 2025 in Review

Almanack Investment Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 31,861 shares — an estimated $1.6M sold.

Almanack Investment Partners first reported a position in VTEB in Q4 2017 and held it in 18 quarters. The position peaked at $1.72M in Q2 2024. 1,216 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

  • Almanack Investment Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 31,861 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $1.6M.
  • Almanack Investment Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and held it in 18 quarters.
  • Almanack Investment Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.72M in Q2 2024.
  • 1,216 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.