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Aveo Capital Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Aveo Capital 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
Q2 		– Sell
-28,993
Closed -$1.42M – 158
2025
Q1 		$1.42M Sell
28,993
-64,620
-69% -$3.23M 0.24% 64
2024
Q4 		$4.69M Sell
93,613
-10,764
-10% -$544K 0.51% 55
2024
Q3 		$5.34M Buy
104,377
+61,794
+145% +$3.13M 0.57% 55
2024
Q2 		$2.13M Sell
42,583
-7,267
-15% -$364K 0.24% 86
2024
Q1 		$2.49M Sell
49,850
-37,854
-43% -$1.92M 0.27% 90
2023
Q4 		$4.48M Sell
87,704
-36,673
-29% -$1.8M 0.54% 56
2023
Q3 		$5.98M Buy
124,377
+6,119
+5% +$303K 0.79% 32
2023
Q2 		$5.94M Sell
118,258
-14,722
-11% -$740K 0.75% 37
2023
Q1 		$6.74M Sell
132,980
-1,709
-1% -$85.8K 0.9% 28
2022
Q4 		$6.67M Sell
134,689
-184,593
-58% -$9.02M 1% 20
2022
Q3 		$15.4M Sell
319,282
-33,592
-10% -$1.68M 2.65% 4
2022
Q2 		$17.6M Buy
352,874
+338,419
+2,341% +$17M 2.89% 4
2022
Q1 		$745K Buy
14,455
+10,085
+231% +$537K 0.13% 132
2021
Q4 		$240K Buy
+4,370
New +$239K 0.04% 250
2021
Q3 		– Sell
-23,279
Closed -$1.29M – 285
2021
Q2 		$1.29M Buy
23,279
+8,583
+58% +$473K 0.28% 79
2021
Q1 		$803K Buy
14,696
+5,302
+56% +$291K 0.2% 99
2020
Q4 		$518K Buy
9,394
+4,922
+110% +$269K 0.8% 36
2020
Q3 		$243K Buy
+4,472
New +$244K 0.09% 171

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

Aveo Capital Partners's VTEB Position: Q2 2025 in Review

Aveo Capital Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 28,993 shares — an estimated $1.42M sold.

Aveo Capital Partners first reported a position in VTEB in Q3 2020 and held it in 18 quarters. The position peaked at $17.6M in Q2 2022. 1,208 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Aveo Capital Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 28,993 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $1.42M.
  • Aveo Capital Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and held it in 18 quarters.
  • Aveo Capital Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $17.6M in Q2 2022.
  • 1,208 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.