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

Drive 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 Q1	–	Sell	-33,402	Closed	-$1.67M	–	389
2024 Q4	$1.67M	Buy	33,402 +432	+1%	+$21.8K	0.41%	44
2024 Q3	$1.69M	Sell	32,970 -4,396	-12%	-$223K	0.44%	39
2024 Q2	$1.87M	Sell	37,366 -1,278	-3%	-$63.9K	0.51%	35
2024 Q1	$1.96M	Buy	38,644 +1,284	+3%	+$65.1K	0.55%	31
2023 Q4	$1.91M	Buy	37,360 +15,913	+74%	+$780K	0.62%	28
2023 Q3	$1.03M	Buy	21,447 +14,629	+215%	+$725K	0.38%	58
2023 Q2	$342K	Buy	6,818 +1,752	+35%	+$88K	0.13%	153
2023 Q1	$257K	Sell	5,066 -569	-10%	-$28.6K	0.11%	208
2022 Q4	$279K	Sell	5,635 -131	-2%	-$6.4K	0.14%	167
2022 Q3	$278K	Buy	5,766 +26	+0.5%	+$1.3K	0.26%	115
2022 Q2	$287K	Buy	+5,740	New	+$288K	0.26%	111

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

Drive Wealth Management's VTEB Position: Q1 2025 in Review

Drive Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 33,402 shares — an estimated $1.67M sold.

Drive Wealth Management first reported a position in VTEB in Q2 2022 and held it in 11 quarters. The position peaked at $1.96M in Q1 2024. 1,216 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

Drive Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
Drive Wealth Management sold 33,402 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $1.67M.
Drive Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 11 quarters.
Drive Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.96M in Q1 2024.
1,216 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.