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Financial Advocates Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Financial Advocates Investment Management’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
-12,001
Closed -$588K – 587
2025
Q2 		$588K Sell
12,001
-3,285
-21% -$160K 0.05% 324
2025
Q1 		$758K Sell
15,286
-3,585
-19% -$179K 0.05% 336
2024
Q4 		$946K Buy
18,871
+2,937
+18% +$148K 0.05% 312
2024
Q3 		$815K Buy
15,934
+4,050
+34% +$205K 0.05% 349
2024
Q2 		$596K Sell
11,884
-912
-7% -$45.6K 0.04% 392
2024
Q1 		$648K Buy
12,796
+3,951
+45% +$200K 0.04% 405
2023
Q4 		$452K Sell
8,845
-4,609
-34% -$226K 0.03% 451
2023
Q3 		$647K Buy
13,454
+1,674
+14% +$82.9K 0.05% 356
2023
Q2 		$592K Buy
11,780
+353
+3% +$17.7K 0.04% 363
2023
Q1 		$579K Sell
11,427
-1,502
-12% -$75.4K 0.04% 400
2022
Q4 		$640K Sell
12,929
-5,108
-28% -$250K 0.05% 395
2022
Q3 		$868K Buy
18,037
+1,361
+8% +$68K 0.07% 286
2022
Q2 		$832K Sell
16,676
-2,504
-13% -$126K 0.07% 298
2022
Q1 		$989K Sell
19,180
-8,750
-31% -$466K 0.07% 301
2021
Q4 		$1.53M Buy
27,930
+5
+0% +$274 0.1% 242
2021
Q3 		$1.53M Sell
27,925
-239
-0.8% -$13.2K 0.1% 234
2021
Q2 		$1.56M Buy
28,164
+1,448
+5% +$79.8K 0.1% 238
2021
Q1 		$1.46M Sell
26,716
-9,466
-26% -$520K 0.1% 230
2020
Q4 		$2M Buy
36,182
+11,228
+45% +$613K 0.14% 175
2020
Q3 		$1.36M Buy
24,954
+568
+2% +$31K 0.12% 193
2020
Q2 		$1.32M Buy
24,386
+294
+1% +$15.7K 0.13% 200
2020
Q1 		$1.27M Sell
24,092
-1,619
-6% -$86.7K 0.18% 150
2019
Q4 		$1.38M Buy
25,711
+9,453
+58% +$506K 0.15% 165
2019
Q3 		$872K Buy
16,258
+4,335
+36% +$232K 0.1% 210
2019
Q2 		$633K Buy
11,923
+5,355
+82% +$281K 0.07% 244
2019
Q1 		$343K Sell
6,568
-256
-4% -$13.2K 0.04% 340
2018
Q4 		$348K Sell
6,824
-8,848
-56% -$446K 0.05% 307
2018
Q3 		$792K Buy
+15,672
New +$797K 0.09% 219

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Financial Advocates Investment Management's VTEB Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 12,001 shares — an estimated $588K sold.

Financial Advocates Investment Management first reported a position in VTEB in Q3 2018 and held it in 28 quarters. The position peaked at $2M in Q4 2020. 1,231 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,001 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $588K.
  • Financial Advocates Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2018 and held it in 28 quarters.
  • Financial Advocates Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $2M in Q4 2020.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.