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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 – 818
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 $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Certified Advisory Corp's VTEB Position: Q1 2025 in Review

Certified Advisory Corp sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 13,266 shares — an estimated $665K sold.

Certified Advisory Corp first reported a position in VTEB in Q2 2019 and held it in 9 quarters. The position peaked at $665K in Q4 2024. 1,221 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

  • Certified Advisory Corp reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
  • Certified Advisory Corp sold 13,266 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $665K.
  • Certified Advisory Corp first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and held it in 9 quarters.
  • Certified Advisory Corp's Vanguard Tax-Exempt Bond Index Fund position peaked at $665K in Q4 2024.
  • 1,221 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Certified Advisory Corp's 13F filing for Q1 2025, filed 8 May 2025.