Concurrent Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Concurrent Investment Advisors’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
2026 Q1	$14M	Buy	281,255 +66,824	+31%	+$3.37M	0.15%	143
2025 Q4	$10.8M	Buy	214,431 +96,462	+82%	+$4.85M	0.12%	175
2025 Q3	$5.91M	Buy	117,969 +20,942	+22%	+$1.03M	0.1%	210
2025 Q2	$4.76M	Buy	97,027 +19,240	+25%	+$940K	0.09%	233
2025 Q1	$3.86M	Buy	77,787 +2,205	+3%	+$110K	0.09%	230
2024 Q4	$3.79M	Sell	75,582 -6,329	-8%	-$320K	0.1%	203
2024 Q3	$4.19M	Buy	81,911 +5,936	+8%	+$301K	0.12%	174
2024 Q2	$3.81M	Sell	75,975 -14,072	-16%	-$704K	0.13%	170
2024 Q1	$4.56M	Buy	90,047 +8,250	+10%	+$418K	0.19%	126
2023 Q4	$4.18M	Buy	+81,797	New	+$4.01M	0.2%	120

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return