GI
VTEB icon

Gradient Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-2,788
Closed -$140K – 1282
2024
Q2 		$140K Buy
+2,788
New +$140K ﹤0.01% 360
2024
Q1 		– Sell
-3,850
Closed -$197K – 1838
2023
Q4 		$197K Buy
3,850
+188
+5% +$9.22K ﹤0.01% 339
2023
Q3 		$176K Buy
3,662
+2,673
+270% +$132K ﹤0.01% 334
2023
Q2 		$49.7K Sell
989
-212
-18% -$10.7K ﹤0.01% 507
2023
Q1 		$60.8K Buy
+1,201
New +$60.3K ﹤0.01% 464
2022
Q2 		– Sell
-206
Closed -$11K – 1389
2022
Q1 		$11K Buy
+206
New +$11K ﹤0.01% 759
2019
Q1 		– Sell
-316
Closed -$16K – 1013
2018
Q4 		$16K Buy
+316
New +$15.9K ﹤0.01% 496

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return