Coppell Advisory Solutions’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-422	Closed	-$21.2K	–	1841
2024 Q4	$21.2K	Hold	422	–	–	﹤0.01%	866
2024 Q3	$21.6K	Buy	422 +225	+114%	+$11.4K	﹤0.01%	844
2024 Q2	$9.87K	Buy	+197	New	+$9.86K	﹤0.01%	1008
2023 Q4	$35.6K	Sell	698 -3,994	-85%	-$196K	0.01%	574
2023 Q3	$232K	Buy	4,692 +2,020	+76%	+$100K	0.08%	151
2023 Q2	$134K	Buy	+2,672	New	+$134K	0.04%	232
2023 Q1	–	Sell	-4,692	Closed	-$232K	–	1070
2022 Q4	$232K	Buy	+4,692	New	+$229K	0.08%	155

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Coppell Advisory Solutions's VTEB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 422 shares — an estimated $21.2K sold.

Coppell Advisory Solutions first reported a position in VTEB in Q4 2022 and held it in 7 quarters. The position peaked at $232K in Q3 2023. 1,216 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

Coppell Advisory Solutions reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 422 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $21.2K.
Coppell Advisory Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Vanguard Tax-Exempt Bond Index Fund position peaked at $232K in Q3 2023.
1,216 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.