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 New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

EWA LLC's VTEB Position: Q2 2025 in Review

EWA LLC sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 5,041 shares — an estimated $250K sold.

EWA LLC first reported a position in VTEB in Q1 2023 and held it in 9 quarters. The position peaked at $1.74M in Q1 2023. 1,210 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

EWA LLC reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
EWA LLC sold 5,041 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $250K.
EWA LLC first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and held it in 9 quarters.
EWA LLC's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.74M in Q1 2023.
1,210 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on EWA LLC's 13F filing for Q2 2025, filed 18 Jul 2025.