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Fonville Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Fonville Wealth 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
Q4 		– Sell
-4,498
Closed -$225K – 130
2025
Q3 		$225K Sell
4,498
-205
-4% -$10.1K 0.05% 119
2025
Q2 		$231K Hold
4,703
– – 0.06% 116
2025
Q1 		$233K Buy
+4,703
New +$235K 0.07% 109

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Fonville Wealth Management's VTEB Position: Q4 2025 in Review

Fonville Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 4,498 shares — an estimated $225K sold.

Fonville Wealth Management first reported a position in VTEB in Q1 2025 and held it in 3 quarters. The position peaked at $233K in Q1 2025. 1,318 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

  • Fonville Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
  • Fonville Wealth Management sold 4,498 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $225K.
  • Fonville Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and held it in 3 quarters.
  • Fonville Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $233K in Q1 2025.
  • 1,318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Fonville Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.