Bordeaux Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bordeaux Wealth Advisors’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	$409K	Buy	+8,347	New	+$408K	0.05%	101

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

Bordeaux Wealth Advisors's VTEB Position: Q2 2025 in Review

Bordeaux Wealth Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025: 8,347 shares worth $409K. The stake represents 0.05% of the portfolio and ranks #101 among its holdings.

1,208 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

Bordeaux Wealth Advisors held 8,347 shares of Vanguard Tax-Exempt Bond Index Fund worth $409K as of Q2 2025.
Vanguard Tax-Exempt Bond Index Fund was a new Bordeaux Wealth Advisors position in Q2 2025.
Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #101 holding.
1,208 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.