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Great Diamond Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Great Diamond 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
Q3 		– Sell
-4,365
Closed -$214K – 241
2025
Q2 		$214K Hold
4,365
– – 0.05% 213
2025
Q1 		$217K Hold
4,365
– – 0.06% 166
2024
Q4 		$219K Hold
4,365
– – 0.06% 170
2024
Q3 		$223K Hold
4,365
– – 0.06% 179
2024
Q2 		$219K Hold
4,365
– – 0.05% 200
2024
Q1 		$221K Sell
4,365
-178
-4% -$9.02K 0.05% 210
2023
Q4 		$232K Sell
4,543
-6,275
-58% -$308K 0.06% 208
2023
Q3 		$520K Sell
10,818
-1,403
-11% -$69.5K 0.14% 125
2023
Q2 		$614K Sell
12,221
-179
-1% -$8.99K 0.16% 117
2023
Q1 		$628K Buy
12,400
+1,125
+10% +$56.5K 0.18% 109
2022
Q4 		$558K Sell
11,275
-5,445
-33% -$266K 0.17% 111
2022
Q3 		$804K Hold
16,720
– – 0.27% 85
2022
Q2 		$834K Sell
16,720
-26,140
-61% -$1.31M 0.28% 83
2022
Q1 		$2.21M Sell
42,860
-10,385
-20% -$553K 0.61% 48
2021
Q4 		$2.92M Sell
53,245
-4,025
-7% -$221K 0.75% 42
2021
Q3 		$3.14M Buy
57,270
+5,730
+11% +$317K 0.86% 35
2021
Q2 		$2.85M Buy
51,540
+1,418
+3% +$78.1K 0.81% 37
2021
Q1 		$2.74M Sell
50,122
-4,360
-8% -$240K 0.84% 36
2020
Q4 		$3.01M Buy
54,482
+3,147
+6% +$172K 0.96% 29
2020
Q3 		$2.79M Sell
51,335
-1,611
-3% -$87.9K 1.03% 24
2020
Q2 		$2.87M Sell
52,946
-5,099
-9% -$272K 1.19% 20
2020
Q1 		$3.07M Buy
+58,045
New +$3.11M 1.58% 11

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Great Diamond Partners's VTEB Position: Q3 2025 in Review

Great Diamond Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 4,365 shares — an estimated $214K sold.

Great Diamond Partners first reported a position in VTEB in Q1 2020 and held it in 22 quarters. The position peaked at $3.14M in Q3 2021. 1,231 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • Great Diamond Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
  • Great Diamond Partners sold 4,365 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $214K.
  • Great Diamond Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and held it in 22 quarters.
  • Great Diamond Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.14M in Q3 2021.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Great Diamond Partners's 13F filing for Q3 2025, filed 20 Oct 2025.