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Atwood & Palmer’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Atwood & Palmer’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
-5,691
Closed -$282K – 527
2025
Q1 		$282K Hold
5,691
– – 0.02% 130
2024
Q4 		$285K Hold
5,691
– – 0.02% 131
2024
Q3 		$291K Hold
5,691
– – 0.02% 127
2024
Q2 		$285K Buy
+5,691
New +$285K 0.02% 127

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Atwood & Palmer's VTEB Position: Q2 2025 in Review

Atwood & Palmer sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 5,691 shares — an estimated $282K sold.

Atwood & Palmer first reported a position in VTEB in Q2 2024 and held it in 4 quarters. The position peaked at $291K in Q3 2024. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Atwood & Palmer reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • Atwood & Palmer sold 5,691 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $282K.
  • Atwood & Palmer first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and held it in 4 quarters.
  • Atwood & Palmer's Vanguard Tax-Exempt Bond Index Fund position peaked at $291K in Q3 2024.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Atwood & Palmer's 13F filing for Q2 2025, filed 8 Jul 2025.