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Capasso Planning Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Capasso Planning 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
-23,696
Closed -$1.21M – 154
2024
Q3 		$1.21M Buy
23,696
+6,926
+41% +$351K 0.36% 48
2024
Q2 		$840K Buy
16,770
+6
+0% +$300 0.27% 63
2024
Q1 		$848K Sell
16,764
-557
-3% -$28.2K 0.35% 44
2023
Q4 		$884K Sell
17,321
-4,232
-20% -$208K 0.41% 43
2023
Q3 		$1.04M Sell
21,553
-12,550
-37% -$622K 0.55% 33
2023
Q2 		$1.71M Sell
34,103
-1
-0% -$50 0.92% 24
2023
Q1 		$1.73M Sell
34,104
-95
-0.3% -$4.77K 1.01% 22
2022
Q4 		$1.69M Sell
34,199
-2,767
-7% -$135K 1.08% 22
2022
Q3 		$1.78M Buy
36,966
+26,351
+248% +$1.32M 1.24% 22
2022
Q2 		$530K Buy
10,615
+737
+7% +$36.9K 0.38% 48
2022
Q1 		$509K Sell
9,878
-917
-8% -$48.8K 0.36% 48
2021
Q4 		$593K Buy
+10,795
New +$592K 0.43% 43

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
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

Capasso Planning Partners's VTEB Position: Q4 2024 in Review

Capasso Planning Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 23,696 shares — an estimated $1.21M sold.

Capasso Planning Partners first reported a position in VTEB in Q4 2021 and held it in 12 quarters. The position peaked at $1.78M in Q3 2022. 1,221 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

  • Capasso Planning Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 23,696 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $1.21M.
  • Capasso Planning Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 12 quarters.
  • Capasso Planning Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.78M in Q3 2022.
  • 1,221 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.