Continuum Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Continuum Wealth 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
2025 Q2	–	Sell	-19,594	Closed	-$972K	–	64
2025 Q1	$972K	Sell	19,594 -2,705	-12%	-$135K	0.5%	21
2024 Q4	$1.12M	Buy	22,299 +877	+4%	+$44.3K	0.57%	20
2024 Q3	$1.1M	Buy	21,422 +9,206	+75%	+$467K	0.59%	22
2024 Q2	$612K	Buy	12,216 +3,172	+35%	+$159K	0.32%	25
2024 Q1	$458K	Buy	+9,044	New	+$458K	0.26%	34

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

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

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

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

Continuum Wealth Advisors's VTEB Position: Q2 2025 in Review

Continuum Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 19,594 shares — an estimated $972K sold.

Continuum Wealth Advisors first reported a position in VTEB in Q1 2024 and held it in 5 quarters. The position peaked at $1.12M in Q4 2024. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

Continuum Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
Continuum Wealth Advisors sold 19,594 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $972K.
Continuum Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and held it in 5 quarters.
Continuum Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.12M in Q4 2024.
1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Continuum Wealth Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.