Grandview Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Grandview Asset 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 Q3	–	Sell	-4,453	Closed	-$218K	–	147
2025 Q2	$218K	Sell	4,453 -170	-4%	-$8.3K	0.07%	126
2025 Q1	$229K	Sell	4,623 -187	-4%	-$9.36K	0.09%	118
2024 Q4	$241K	Buy	+4,810	New	+$243K	0.09%	109
2021 Q2	–	Sell	-211	Closed	-$12K	–	467
2021 Q1	$12K	Buy	+211	New	+$11.6K	0.01%	313

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Grandview Asset Management's VTEB Position: Q3 2025 in Review

Grandview Asset Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 4,453 shares — an estimated $218K sold.

Grandview Asset Management first reported a position in VTEB in Q1 2021 and held it in 4 quarters. The position peaked at $241K in Q4 2024. 1,235 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Grandview Asset Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
Grandview Asset Management sold 4,453 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $218K.
Grandview Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and held it in 4 quarters.
Grandview Asset Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $241K in Q4 2024.
1,235 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Grandview Asset Management's 13F filing for Q3 2025, filed 22 Oct 2025.