CWC
VTEB icon

Carolinas Wealth Consulting’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Carolinas Wealth Consulting’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
-14,207
Closed -$705K – 941
2025
Q1 		$705K Sell
14,207
-2,279
-14% -$114K 0.15% 77
2024
Q4 		$826K Buy
16,486
+928
+6% +$46.9K 0.16% 71
2024
Q3 		$795K Buy
15,558
+1,227
+9% +$62.2K 0.14% 79
2024
Q2 		$718K Buy
14,331
+251
+2% +$12.6K 0.14% 80
2024
Q1 		$712K Buy
14,080
+444
+3% +$22.5K 0.14% 78
2023
Q4 		$696K Buy
13,636
+3,524
+35% +$173K 0.15% 73
2023
Q3 		$479K Buy
10,112
+2,964
+41% +$147K 0.12% 86
2023
Q2 		$359K Buy
7,148
+4,862
+213% +$244K 0.07% 126
2023
Q1 		$116K Buy
2,286
+140
+7% +$7.03K 0.02% 244
2022
Q4 		$106K Sell
2,146
-794
-27% -$38.8K 0.02% 256
2022
Q3 		$142K Sell
2,940
-1,514
-34% -$75.7K 0.04% 190
2022
Q2 		$222K Sell
4,454
-24,441
-85% -$1.23M 0.06% 146
2022
Q1 		$1.49M Buy
28,895
+1,418
+5% +$75.5K 0.33% 47
2021
Q4 		$1.51M Sell
27,477
-533
-2% -$29.2K 0.33% 45
2021
Q3 		$1.53M Buy
28,010
+2,114
+8% +$117K 0.36% 42
2021
Q2 		$1.43M Buy
25,896
+853
+3% +$47K 0.31% 43
2021
Q1 		$1.37M Buy
25,043
+376
+2% +$20.7K 0.33% 41
2020
Q4 		$1.36M Buy
24,667
+4,868
+25% +$266K 0.37% 39
2020
Q3 		$1.08M Buy
19,799
+6,680
+51% +$365K 0.36% 43
2020
Q2 		$710K Buy
13,119
+4,204
+47% +$224K 0.28% 47
2020
Q1 		$472K Buy
8,915
+1,757
+25% +$94.1K 0.26% 53
2019
Q4 		$382K Buy
+7,158
New +$383K 0.4% 42

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Carolinas Wealth Consulting's VTEB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 14,207 shares — an estimated $705K sold.

Carolinas Wealth Consulting first reported a position in VTEB in Q4 2019 and held it in 22 quarters. The position peaked at $1.53M in Q3 2021. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 14,207 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $705K.
  • Carolinas Wealth Consulting first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.53M in Q3 2021.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.