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

EWA 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 Q2	–	Sell	-5,041	Closed	-$250K	–	231
2025 Q1	$250K	Sell	5,041 -537	-10%	-$26.9K	0.09%	116
2024 Q4	$280K	Buy	5,578 +212	+4%	+$10.7K	0.11%	104
2024 Q3	$270K	Sell	5,366 -832	-13%	-$42.2K	0.1%	110
2024 Q2	$313K	Sell	6,198 -1,165	-16%	-$58.3K	0.13%	77
2024 Q1	$370K	Sell	7,363 -7,214	-49%	-$366K	0.17%	61
2023 Q4	$739K	Sell	14,577 -12,502	-46%	-$613K	0.36%	28
2023 Q3	$1.32M	Sell	27,079 -7,482	-22%	-$371K	0.85%	20
2023 Q2	$1.74M	Sell	34,561 -92	-0.3%	-$4.62K	1.19%	16
2023 Q1	$1.74M	Buy	+34,653	New	+$1.74M	1.3%	16

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

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

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return