Gateway Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Gateway Wealth Partners’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	-5,893	Closed	-$292K	–	376
2025 Q1	$292K	Buy	+5,893	New	+$295K	0.07%	255
2023 Q3	–	Sell	-14,964	Closed	-$752K	–	271
2023 Q2	$752K	Buy	14,964 +403	+3%	+$20.2K	0.13%	96
2023 Q1	$738K	Buy	14,561 +1,579	+12%	+$79.3K	0.11%	94
2022 Q4	$642K	Buy	+12,982	New	+$635K	0.11%	84

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Gateway Wealth Partners's VTEB Position: Q2 2025 in Review

Gateway Wealth Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 5,893 shares — an estimated $292K sold.

Gateway Wealth Partners first reported a position in VTEB in Q4 2022 and held it in 4 quarters. The position peaked at $752K in Q2 2023. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

Gateway Wealth Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
Gateway Wealth Partners sold 5,893 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $292K.
Gateway Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 4 quarters.
Gateway Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $752K in Q2 2023.
1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Gateway Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.