Archvest Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Archvest Wealth Advisors’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	-5,450	Closed	-$273K	–	65
2024 Q4	$273K	Hold	5,450	–	–	0.2%	51
2024 Q3	$279K	Buy	5,450 +1,000	+22%	+$50.7K	0.18%	51
2024 Q2	$222K	Hold	4,450	–	–	0.15%	57
2024 Q1	$224K	Hold	4,450	–	–	0.16%	56
2023 Q4	$227K	Hold	4,450	–	–	0.17%	50
2023 Q3	$214K	Sell	4,450 -150	-3%	-$7.43K	0.17%	48
2023 Q2	$231K	Sell	4,600 -800	-15%	-$40.2K	0.19%	45
2023 Q1	$274K	Sell	5,400 -89,741	-94%	-$4.5M	0.24%	38
2022 Q4	$3.71M	Buy	95,141 +88,991	+1,447%	+$4.35M	3.67%	8
2022 Q3	$296K	Sell	6,150 -200	-3%	-$10K	0.3%	34
2022 Q2	$317K	Sell	6,350 -250	-4%	-$12.5K	0.32%	28
2022 Q1	$340K	Sell	6,600 -100	-1%	-$5.32K	0.31%	31
2021 Q4	$368K	Buy	+6,700	New	+$367K	0.32%	31

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Archvest Wealth Advisors's VTEB Position: Q1 2025 in Review

Archvest Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 5,450 shares — an estimated $273K sold.

Archvest Wealth Advisors first reported a position in VTEB in Q4 2021 and held it in 13 quarters. The position peaked at $3.71M in Q4 2022. 1,216 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

Archvest Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
Archvest Wealth Advisors sold 5,450 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $273K.
Archvest Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 13 quarters.
Archvest Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.71M in Q4 2022.
1,216 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Archvest Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.