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Global Wealth Strategies & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Global Wealth Strategies & Associates’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
Q1 		– Sell
-3,644
Closed -$183K – 517
2024
Q4 		$183K Hold
3,644
– – 0.06% 55
2024
Q3 		$186K Buy
3,644
+3,624
+18,120% +$184K 0.06% 47
2024
Q2 		$1K Hold
20
– – ﹤0.01% 290
2024
Q1 		$1.01K Hold
20
– – ﹤0.01% 308
2023
Q4 		$1.02K Buy
20
+8
+67% +$392 ﹤0.01% 277
2023
Q3 		$577 Hold
12
– – ﹤0.01% 297
2023
Q2 		$603 Hold
12
– – ﹤0.01% 283
2023
Q1 		$608 Sell
12
-18
-60% -$904 ﹤0.01% 305
2022
Q4 		$1.49K Buy
+30
New +$1.47K ﹤0.01% 284

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Global Wealth Strategies & Associates's VTEB Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 3,644 shares — an estimated $183K sold.

Global Wealth Strategies & Associates first reported a position in VTEB in Q4 2022 and held it in 9 quarters. The position peaked at $186K in Q3 2024. 1,217 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

  • Global Wealth Strategies & Associates reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 3,644 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $183K.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 9 quarters.
  • Global Wealth Strategies & Associates's Vanguard Tax-Exempt Bond Index Fund position peaked at $186K in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.