Certified Advisory Corp’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Certified Advisory Corp’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 Q1	–	Sell	-13,266	Closed	-$665K	–	307
2024 Q4	$665K	Buy	13,266 +3,228	+32%	+$163K	0.07%	169
2024 Q3	$513K	Buy	10,038 +850	+9%	+$43.1K	0.06%	190
2024 Q2	$460K	Buy	9,188 +1,305	+17%	+$65.3K	0.06%	189
2024 Q1	$399K	Buy	7,883 +2,585	+49%	+$131K	0.06%	191
2023 Q4	$270K	Buy	+5,298	New	+$260K	0.04%	229
2020 Q2	–	Sell	-7,143	Closed	-$378K	–	823
2020 Q1	$378K	Buy	7,143 +438	+7%	+$23.5K	0.15%	122
2019 Q4	$359K	Hold	6,705	–	–	0.11%	145
2019 Q3	$360K	Hold	6,705	–	–	0.13%	141
2019 Q2	$356K	Buy	+6,705	New	+$352K	0.13%	129

Other funds holding VTEB

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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

Morgan Stanley New York $1.66T AUM 25.57% 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments

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

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return