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DOHJ LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

DOHJ LLC’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
Q3 		– Sell
-11,175
Closed -$543K – 139
2025
Q2 		$543K Buy
11,175
+25
+0.2% +$1.22K 0.16% 107
2025
Q1 		$553K Sell
11,150
-417
-4% -$20.9K 0.13% 111
2024
Q4 		$580K Sell
11,567
-254
-2% -$12.8K 0.13% 105
2024
Q3 		$604K Sell
11,821
-13,171
-53% -$667K 0.14% 106
2024
Q2 		$1.25M Sell
24,992
-5,792
-19% -$290K 0.31% 66
2024
Q1 		$1.56M Sell
30,784
-8,289
-21% -$420K 0.41% 61
2023
Q4 		$1.99M Sell
39,073
-42,239
-52% -$2.07M 0.59% 46
2023
Q3 		$3.88M Sell
81,312
-21,027
-21% -$1.04M 1.73% 16
2023
Q2 		$5.14M Sell
102,339
-529
-0.5% -$26.6K 2.2% 13
2023
Q1 		$5.21M Buy
102,868
+9
+0% +$452 2.64% 14
2022
Q4 		$5.09M Buy
102,859
+88,939
+639% +$4.35M 2.86% 11
2022
Q3 		$670K Buy
13,920
+8,766
+170% +$438K 0.45% 50
2022
Q2 		$257K Sell
5,154
-8,497
-62% -$426K 0.15% 75
2022
Q1 		$704K Sell
13,651
-2,470
-15% -$131K 0.34% 63
2021
Q4 		$885K Sell
16,121
-632
-4% -$34.6K 0.4% 57
2021
Q3 		$916K Buy
16,753
+89
+0.5% +$4.92K 0.43% 56
2021
Q2 		$922K Buy
16,664
+16
+0.1% +$882 0.49% 53
2021
Q1 		$910K Buy
16,648
+447
+3% +$24.6K 0.53% 48
2020
Q4 		$897K Buy
16,201
+73
+0.5% +$3.98K 0.53% 50
2020
Q3 		$877K Sell
16,128
-832
-5% -$45.4K 0.55% 49
2020
Q2 		$931K Sell
16,960
-252
-1% -$13.4K 0.64% 45
2020
Q1 		$911K Sell
17,212
-15,530
-47% -$832K 0.88% 36
2019
Q4 		$1.75M Buy
+32,742
New +$1.75M 1.55% 20

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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

DOHJ LLC's VTEB Position: Q3 2025 in Review

DOHJ LLC sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 11,175 shares — an estimated $543K sold.

DOHJ LLC first reported a position in VTEB in Q4 2019 and held it in 23 quarters. The position peaked at $5.21M in Q1 2023. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • DOHJ LLC reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 11,175 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $543K.
  • DOHJ LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and held it in 23 quarters.
  • DOHJ LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.21M in Q1 2023.
  • 1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.