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

JP Morgan Chase New York $1.56T 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

Creative Planning

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

Raymond James Financial

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

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return