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First Business Financial Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

First Business Financial Services’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
-12,678
Closed -$629K – 190
2025
Q1 		$629K Buy
+12,678
New +$634K 0.06% 105

Other funds holding VTEB

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Northwestern Mutual Wealth Management
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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

First Business Financial Services's VTEB Position: Q2 2025 in Review

First Business Financial Services sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 12,678 shares — an estimated $629K sold.

First Business Financial Services first reported a position in VTEB in Q1 2025 and held it in 1 quarter. The position peaked at $629K in Q1 2025. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • First Business Financial Services reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • First Business Financial Services sold 12,678 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $629K.
  • First Business Financial Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and held it in 1 quarter.
  • First Business Financial Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $629K in Q1 2025.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on First Business Financial Services's 13F filing for Q2 2025, filed 31 Jul 2025.