Blue Chip Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Blue Chip 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	-316,474	Closed	-$15.7M	–	172
2025 Q1	$15.7M	Buy	316,474 +652	+0.2%	+$32.6K	1.35%	26
2024 Q4	$15.8M	Sell	315,822 -31,530	-9%	-$1.59M	1.36%	27
2024 Q3	$17.8M	Buy	347,352 +38,294	+12%	+$1.94M	1.54%	27
2024 Q2	$15.5M	Buy	309,058 +21,400	+7%	+$1.07M	1.43%	31
2024 Q1	$14.6M	Buy	287,658 +27,877	+11%	+$1.41M	1.41%	31
2023 Q4	$13.3M	Sell	259,781 -455,718	-64%	-$22.3M	1.38%	30
2023 Q3	$34.4M	Buy	715,499 +711,491	+17,752%	+$35.2M	4.1%	3
2023 Q2	$201K	Buy	+4,008	New	+$201K	0.02%	144
2022 Q4	–	Sell	-12,200	Closed	-$587K	–	194
2022 Q3	$587K	Hold	12,200	–	–	0.08%	78
2022 Q2	$609K	Sell	12,200 -400	-3%	-$20.1K	0.08%	83
2022 Q1	$650K	Buy	+12,600	New	+$671K	0.08%	83

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

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

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

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

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

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

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Blue Chip Partners's VTEB Position: Q2 2025 in Review

Blue Chip Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 316,474 shares — an estimated $15.7M sold.

Blue Chip Partners first reported a position in VTEB in Q1 2022 and held it in 11 quarters. The position peaked at $34.4M in Q3 2023. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

Blue Chip Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
Blue Chip Partners sold 316,474 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $15.7M.
Blue Chip Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and held it in 11 quarters.
Blue Chip Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $34.4M in Q3 2023.
1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Blue Chip Partners's 13F filing for Q2 2025, filed 15 Aug 2025.