Family Investment Center’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Family Investment Center’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 Q3	–	Sell	-5,650	Closed	-$277K	–	111
2025 Q2	$277K	Buy	5,650 +1	+0%	+$49	0.06%	73
2025 Q1	$280K	Sell	5,649 -2	-0%	-$100	0.07%	63
2024 Q4	$283K	Buy	5,651 +223	+4%	+$11.3K	0.07%	74
2024 Q3	$277K	Hold	5,428	–	–	0.07%	70
2024 Q2	$272K	Buy	5,428 +100	+2%	+$5K	0.08%	69
2024 Q1	$270K	Buy	5,328 +15	+0.3%	+$760	0.09%	67
2023 Q4	$271K	Buy	+5,313	New	+$261K	0.14%	52

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Family Investment Center's VTEB Position: Q3 2025 in Review

Family Investment Center sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 5,650 shares — an estimated $277K sold.

Family Investment Center first reported a position in VTEB in Q4 2023 and held it in 7 quarters. The position peaked at $283K in Q4 2024. 1,231 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Family Investment Center reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
Family Investment Center sold 5,650 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $277K.
Family Investment Center first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 7 quarters.
Family Investment Center's Vanguard Tax-Exempt Bond Index Fund position peaked at $283K in Q4 2024.
1,231 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Family Investment Center's 13F filing for Q3 2025, filed 22 Oct 2025.