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VTEB icon

Apexium Financial’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Apexium Financial’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 		$1.44M Sell
28,691
-579
-2% -$28.5K 0.07% 105
2025
Q2 		$1.44M Buy
29,270
+2,715
+10% +$133K 0.08% 102
2025
Q1 		$1.32M Buy
26,555
+198
+0.8% +$9.91K 0.08% 105
2024
Q4 		$1.32M Buy
26,357
+3,864
+17% +$195K 0.08% 90
2024
Q3 		$1.15M Buy
22,493
+8,422
+60% +$427K 0.08% 88
2024
Q2 		$705K Buy
14,071
+425
+3% +$21.3K 0.05% 110
2024
Q1 		$690K Buy
13,646
+422
+3% +$21.4K 0.05% 118
2023
Q4 		$675K Buy
13,224
+80
+0.6% +$3.92K 0.05% 151
2023
Q3 		$632K Sell
13,144
-1,237
-9% -$61.3K 0.06% 116
2023
Q2 		$722K Hold
14,381
– – 0.06% 109
2023
Q1 		$729K Buy
14,381
+988
+7% +$49.6K 0.07% 106
2022
Q4 		$663K Buy
+13,393
New +$655K 0.07% 104

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Apexium Financial's VTEB Position: Q3 2025 in Review

Apexium Financial reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2% in Q3 2025, selling an estimated $28.5K and leaving 28,691 shares worth $1.44M. The position accounts for 0.07% of the portfolio, ranked #105.

Apexium Financial first reported a position in VTEB in Q4 2022 and has held it in 12 quarters since. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • Apexium Financial held 28,691 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.44M as of Q3 2025.
  • Apexium Financial sold 579 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $28.5K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Apexium Financial's portfolio in Q3 2025, its #105 holding.
  • Apexium Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 12 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.