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

Fiducient 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 Q3	–	Sell	-11,581	Closed	-$568K	–	171
2025 Q2	$568K	Sell	11,581 -191	-2%	-$9.33K	0.07%	91
2025 Q1	$584K	Buy	11,772 +930	+9%	+$46.5K	0.07%	88
2024 Q4	$544K	Sell	10,842 -7,957	-42%	-$402K	0.07%	94
2024 Q3	$961K	Hold	18,799	–	–	0.11%	71
2024 Q2	$942K	Buy	18,799 +243	+1%	+$12.2K	0.13%	65
2024 Q1	$939K	Sell	18,556 -372	-2%	-$18.9K	0.19%	53
2023 Q4	$966K	Sell	18,928 -2,982	-14%	-$146K	0.18%	44
2023 Q3	$1.05M	Sell	21,910 -142	-0.6%	-$7.03K	0.06%	41
2023 Q2	$1.11M	Sell	22,052 -270	-1%	-$13.6K	0.34%	20
2023 Q1	$1.13M	Buy	22,322 +3,354	+18%	+$168K	0.37%	21
2022 Q4	$939K	Buy	+18,968	New	+$927K	0.28%	50

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 $45.6B AUM 18.83% 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

Fiducient Advisors's VTEB Position: Q3 2025 in Review

Fiducient Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 11,581 shares — an estimated $568K sold.

Fiducient Advisors first reported a position in VTEB in Q4 2022 and held it in 11 quarters. The position peaked at $1.13M in Q1 2023. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Fiducient Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
Fiducient Advisors sold 11,581 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $568K.
Fiducient Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 11 quarters.
Fiducient Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.13M in Q1 2023.
1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Fiducient Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.