Edge Capital Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Edge Capital Group’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
2024 Q4	$434K	Buy	+8,666	New	+$438K	0.02%	221
2022 Q4	–	Sell	-19,040	Closed	-$917K	–	412
2022 Q3	$917K	Sell	19,040 -1,962	-9%	-$98.1K	0.08%	137
2022 Q2	$1.05M	Sell	21,002 -1,796	-8%	-$90K	0.09%	137
2022 Q1	$1.18M	Buy	22,798 +2,650	+13%	+$141K	0.08%	138
2021 Q4	$1.11M	Hold	20,148	–	–	0.08%	141
2021 Q3	$1.1M	Sell	20,148 -23	-0.1%	-$1.27K	0.09%	136
2021 Q2	$1.11M	Buy	20,171 +876	+5%	+$48.3K	0.09%	133
2021 Q1	$1.05M	Sell	19,295 -2,404	-11%	-$132K	0.09%	130
2020 Q4	$1.2M	Hold	21,699	–	–	0.1%	120
2020 Q3	$1.18M	Sell	21,699 -6,199	-22%	-$338K	0.12%	110
2020 Q2	$1.51M	Sell	27,898 -7,905	-22%	-$421K	0.16%	99
2020 Q1	$1.89M	Sell	35,803 -2,757	-7%	-$148K	0.23%	81
2019 Q4	$2.06M	Hold	38,560	–	–	0.2%	86
2019 Q3	$2.07M	Sell	38,560 -1,603	-4%	-$85.9K	0.21%	86
2019 Q2	$2.13M	Hold	40,163	–	–	0.2%	86
2019 Q1	$2.1M	Sell	40,163 -5	-0%	-$257	0.21%	87
2018 Q4	$2.05M	Buy	+40,168	New	+$2.02M	0.22%	82

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Edge Capital Group's VTEB Position: Q4 2024 in Review

Edge Capital Group opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024: 8,666 shares worth $434K. The stake represents 0.02% of the portfolio and ranks #221 among its holdings. This is a return to the name: Edge Capital Group previously reported a position in VTEB as recently as Q3 2022.

Edge Capital Group first reported a position in VTEB in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.13M in Q2 2019. 1,221 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

Edge Capital Group held 8,666 shares of Vanguard Tax-Exempt Bond Index Fund worth $434K as of Q4 2024.
Vanguard Tax-Exempt Bond Index Fund was a new Edge Capital Group position in Q4 2024.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #221 holding.
Edge Capital Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 17 quarters since.
Edge Capital Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.13M in Q2 2019.
1,221 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.