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

Financial Symmetry’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
-4,569
Closed -$227K – 54
2025
Q1 		$227K Buy
+4,569
New +$229K 0.14% 48

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 Symmetry's VTEB Position: Q2 2025 in Review

Financial Symmetry sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 4,569 shares — an estimated $227K sold.

Financial Symmetry first reported a position in VTEB in Q1 2025 and held it in 1 quarter. The position peaked at $227K in Q1 2025. 1,208 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Financial Symmetry reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • Financial Symmetry sold 4,569 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $227K.
  • Financial Symmetry first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and held it in 1 quarter.
  • Financial Symmetry's Vanguard Tax-Exempt Bond Index Fund position peaked at $227K in Q1 2025.
  • 1,208 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Financial Symmetry's 13F filing for Q2 2025, filed 29 Jul 2025.