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Goodwin Investment Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Goodwin Investment Advisory’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
-10,932
Closed -$548K – 43
2024
Q4 		$548K Sell
10,932
-351
-3% -$17.7K 0.29% 25
2024
Q3 		$577K Sell
11,283
-19
-0.2% -$963 0.25% 21
2024
Q2 		$566K Sell
11,302
-1,674
-13% -$83.8K 0.26% 21
2024
Q1 		$657K Sell
12,976
-3,142
-19% -$159K 0.31% 20
2023
Q4 		$823K Sell
16,118
-7,584
-32% -$372K 0.43% 20
2023
Q3 		$1.14M Buy
23,702
+4,308
+22% +$213K 0.67% 15
2023
Q2 		$974K Buy
19,394
+264
+1% +$13.3K 0.57% 15
2023
Q1 		$969K Sell
19,130
-1,029
-5% -$51.7K 0.63% 16
2022
Q4 		$998K Sell
20,159
-39,682
-66% -$1.94M 0.71% 14
2022
Q3 		$2.88M Sell
59,841
-8,188
-12% -$409K 2.18% 10
2022
Q2 		$3.4M Buy
68,029
+34,256
+101% +$1.72M 2.62% 9
2022
Q1 		$1.75M Buy
33,773
+19,016
+129% +$1.01M 1.2% 15
2021
Q4 		$810K Buy
14,757
+12,095
+454% +$663K 0.61% 17
2021
Q3 		$145K Buy
+2,662
New +$147K 0.14% 39

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

Goodwin Investment Advisory's VTEB Position: Q1 2025 in Review

Goodwin Investment Advisory sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 10,932 shares — an estimated $548K sold.

Goodwin Investment Advisory first reported a position in VTEB in Q3 2021 and held it in 14 quarters. The position peaked at $3.4M in Q2 2022. 1,216 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

  • Goodwin Investment Advisory reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
  • Goodwin Investment Advisory sold 10,932 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $548K.
  • Goodwin Investment Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and held it in 14 quarters.
  • Goodwin Investment Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.4M in Q2 2022.
  • 1,216 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Goodwin Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.