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Blueprint Investment Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Blueprint Investment 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
2024
Q4 		– Sell
-6,325
Closed -$323K – 218
2024
Q3 		$323K Buy
+6,325
New +$321K 0.06% 134

Other funds holding VTEB

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blueprint Investment Partners's VTEB Position: Q4 2024 in Review

Blueprint Investment Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 6,325 shares — an estimated $323K sold.

Blueprint Investment Partners first reported a position in VTEB in Q3 2024 and held it in 1 quarter. The position peaked at $323K in Q3 2024. 1,221 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

  • Blueprint Investment Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
  • Blueprint Investment Partners sold 6,325 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $323K.
  • Blueprint Investment Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and held it in 1 quarter.
  • Blueprint Investment Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $323K in Q3 2024.
  • 1,221 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Blueprint Investment Partners's 13F filing for Q4 2024, filed 11 Feb 2025.