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

Congress 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 Q2	$3.82M	Sell	77,838 -30,661	-28%	-$1.5M	0.04%	433
2025 Q1	$5.38M	Buy	108,499 +8,288	+8%	+$415K	0.06%	321
2024 Q4	$5.02M	Buy	100,211 +550	+0.6%	+$27.8K	0.07%	283
2024 Q3	$5.09M	Sell	99,661 -2,460	-2%	-$125K	0.07%	292
2024 Q2	$5.12M	Buy	102,121 +1,250	+1%	+$62.5K	0.08%	244
2024 Q1	$5.1M	Buy	100,871 +1,363	+1%	+$69.1K	0.09%	225
2023 Q4	$5.08M	Sell	99,508 -405	-0.4%	-$19.9K	0.09%	221
2023 Q3	$4.81M	Buy	+99,913	New	+$4.95M	0.1%	217
2022 Q4	–	Sell	-4,510	Closed	-$217K	–	585
2022 Q3	$217K	Hold	4,510	–	–	0.01%	518
2022 Q2	$225K	Buy	+4,510	New	+$226K	0.01%	517

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Congress Wealth Management's VTEB Position: Q2 2025 in Review

Congress Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 28% in Q2 2025, selling an estimated $1.5M and leaving 77,838 shares worth $3.82M. The position accounts for 0.04% of the portfolio, ranked #433.

Congress Wealth Management first reported a position in VTEB in Q2 2022 and has held it in 10 quarters since. The position peaked at $5.38M in Q1 2025. 1,210 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

Congress Wealth Management held 77,838 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.82M as of Q2 2025.
Congress Wealth Management sold 30,661 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $1.5M.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #433 holding.
Congress Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 10 quarters since.
Congress Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.38M in Q1 2025.
1,210 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.