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Financial Council’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Financial Council’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
-6,818
Closed -$338K – 95
2025
Q1 		$338K Hold
6,818
– – 0.18% 58
2024
Q4 		$342K Hold
6,818
– – 0.18% 58
2024
Q3 		$349K Hold
6,818
– – 0.18% 57
2024
Q2 		$342K Hold
6,818
– – 0.19% 56
2024
Q1 		$345K Hold
6,818
– – 0.2% 54
2023
Q4 		$348K Buy
+6,818
New +$334K 0.23% 49

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
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
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
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

Financial Council's VTEB Position: Q2 2025 in Review

Financial Council sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 6,818 shares — an estimated $338K sold.

Financial Council first reported a position in VTEB in Q4 2023 and held it in 6 quarters. The position peaked at $349K in Q3 2024. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Financial Council reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • Financial Council sold 6,818 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $338K.
  • Financial Council first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 6 quarters.
  • Financial Council's Vanguard Tax-Exempt Bond Index Fund position peaked at $349K in Q3 2024.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Financial Council's 13F filing for Q2 2025, filed 21 Jul 2025.