Certus Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Certus Wealth Management’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 Q3	$1.02M	Sell	20,389 -371	-2%	-$18.2K	0.61%	35
2025 Q2	$1.02M	Buy	20,760 +8,470	+69%	+$414K	0.66%	34
2025 Q1	$602K	Hold	12,290	–	–	0.41%	40
2024 Q4	$617K	Sell	12,290 -6,892	-36%	-$348K	0.41%	40
2024 Q3	$981K	Hold	19,182	–	–	0.68%	29
2024 Q2	$961K	Buy	19,182 +7,263	+61%	+$363K	0.73%	27
2024 Q1	$596K	Hold	11,919	–	–	0.47%	38
2023 Q4	$608K	Hold	11,919	–	–	0.52%	38
2023 Q3	$573K	Buy	+11,919	New	+$590K	0.55%	37

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Certus Wealth Management's VTEB Position: Q3 2025 in Review

Certus Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.8% in Q3 2025, selling an estimated $18.2K and leaving 20,389 shares worth $1.02M. The position accounts for 0.61% of the portfolio, ranked #35.

Certus Wealth Management first reported a position in VTEB in Q3 2023 and has held it in 9 quarters since. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Certus Wealth Management held 20,389 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.02M as of Q3 2025.
Certus Wealth Management sold 371 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $18.2K.
Vanguard Tax-Exempt Bond Index Fund made up 0.61% of Certus Wealth Management's portfolio in Q3 2025, its #35 holding.
Certus Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 9 quarters since.
1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.