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

ERTS 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
-7,059
Closed -$350K – 83
2025
Q1 		$350K Sell
7,059
-279
-4% -$14K 0.07% 59
2024
Q4 		$368K Sell
7,338
-200
-3% -$10.1K 0.07% 59
2024
Q3 		$385K Sell
7,538
-200
-3% -$10.1K 0.07% 60
2024
Q2 		$388K Sell
7,738
-256
-3% -$12.8K 0.08% 59
2024
Q1 		$404K Buy
7,994
+20
+0.3% +$1.01K 0.08% 55
2023
Q4 		$407K Sell
7,974
-23
-0.3% -$1.13K 0.09% 52
2023
Q3 		$385K Buy
7,997
+154
+2% +$7.63K 0.09% 52
2023
Q2 		$394K Sell
7,843
-662
-8% -$33.3K 0.09% 56
2023
Q1 		$431K Sell
8,505
-18,160
-68% -$912K 0.1% 53
2022
Q4 		$1.32M Buy
26,665
+8,898
+50% +$435K 0.34% 31
2022
Q3 		$855K Sell
17,767
-15,402
-46% -$770K 0.24% 36
2022
Q2 		$1.66M Buy
33,169
+18,206
+122% +$913K 0.47% 19
2022
Q1 		$771K Buy
+14,963
New +$796K 0.22% 33

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

ERTS Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 7,059 shares — an estimated $350K sold.

ERTS Wealth Advisors first reported a position in VTEB in Q1 2022 and held it in 13 quarters. The position peaked at $1.66M in Q2 2022. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 7,059 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $350K.
  • ERTS Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and held it in 13 quarters.
  • ERTS Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.66M in Q2 2022.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.