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GWN Securities’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

GWN Securities’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
Q2 		– Sell
-5,765
Closed -$286K – 720
2025
Q1 		$286K Buy
+5,765
New +$288K 0.02% 585

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

GWN Securities's VTEB Position: Q2 2025 in Review

GWN Securities sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 5,765 shares — an estimated $286K sold.

GWN Securities first reported a position in VTEB in Q1 2025 and held it in 1 quarter. The position peaked at $286K in Q1 2025. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • GWN Securities reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 5,765 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $286K.
  • GWN Securities first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and held it in 1 quarter.
  • GWN Securities's Vanguard Tax-Exempt Bond Index Fund position peaked at $286K in Q1 2025.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.