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Beverly Hills Private Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-21,611
Closed -$1.06M – 366
2025
Q2 		$1.06M Hold
21,611
– – 0.2% 124
2025
Q1 		$1.07M Sell
21,611
-56
-0.3% -$2.8K 0.21% 117
2024
Q4 		$1.09M Buy
+21,667
New +$1.1M 0.22% 111

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Beverly Hills Private Wealth's VTEB Position: Q3 2025 in Review

Beverly Hills Private Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 21,611 shares — an estimated $1.06M sold.

Beverly Hills Private Wealth first reported a position in VTEB in Q4 2024 and held it in 3 quarters. The position peaked at $1.09M in Q4 2024. 1,234 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • Beverly Hills Private Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 21,611 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $1.06M.
  • Beverly Hills Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and held it in 3 quarters.
  • Beverly Hills Private Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.09M in Q4 2024.
  • 1,234 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.