Alpha Cubed Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Alpha Cubed Investments’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	$471K	Buy	9,362 +42	+0.5%	+$2.11K	0.02%	183
2025 Q3	$467K	Buy	9,320 +32	+0.3%	+$1.57K	0.02%	184
2025 Q2	$455K	Buy	9,288 +2,209	+31%	+$108K	0.02%	192
2025 Q1	$351K	Hold	7,079	–	–	0.02%	211
2024 Q4	$355K	Buy	7,079 +24	+0.3%	+$1.21K	0.02%	189
2024 Q3	$361K	Hold	7,055	–	–	0.02%	186
2024 Q2	$354K	Sell	7,055 -2,813	-29%	-$141K	0.02%	187
2024 Q1	$499K	Buy	+9,868	New	+$500K	0.03%	151

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Alpha Cubed Investments's VTEB Position: Q4 2025 in Review

Alpha Cubed Investments increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.45% in Q4 2025, buying an estimated $2.11K and bringing the position to 9,362 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #183.

Alpha Cubed Investments first reported a position in VTEB in Q1 2024 and has held it in 8 quarters since. The position peaked at $499K in Q1 2024. 1,319 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Alpha Cubed Investments held 9,362 shares of Vanguard Tax-Exempt Bond Index Fund worth $471K as of Q4 2025.
Alpha Cubed Investments bought 42 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $2.11K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #183 holding.
Alpha Cubed Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 8 quarters since.
Alpha Cubed Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $499K in Q1 2024.
1,319 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.