Highland Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Highland Financial Advisors’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 Q4	–	Sell	-10,408	Closed	-$532K	–	58
2024 Q3	$532K	Sell	10,408 -30,748	-75%	-$1.56M	0.19%	30
2024 Q2	$2.06M	Buy	41,156 +6,787	+20%	+$340K	0.77%	20
2024 Q1	$1.74M	Sell	34,369 -147	-0.4%	-$7.45K	0.7%	21
2023 Q4	$1.76M	Buy	34,516 +3,348	+11%	+$164K	0.77%	22
2023 Q3	$1.5M	Sell	31,168 -229	-0.7%	-$11.3K	0.78%	22
2023 Q2	$1.58M	Sell	31,397 -304	-1%	-$15.3K	0.81%	22
2023 Q1	$1.61M	Buy	31,701 +635	+2%	+$31.9K	0.87%	21
2022 Q4	$1.54M	Buy	31,066 +11,616	+60%	+$568K	0.91%	21
2022 Q3	$936K	Buy	19,450 +589	+3%	+$29.4K	0.65%	26
2022 Q2	$942K	Buy	+18,861	New	+$945K	0.65%	23

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Highland Financial Advisors's VTEB Position: Q4 2024 in Review

Highland Financial Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 10,408 shares — an estimated $532K sold.

Highland Financial Advisors first reported a position in VTEB in Q2 2022 and held it in 10 quarters. The position peaked at $2.06M in Q2 2024. 1,221 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

Highland Financial Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
Highland Financial Advisors sold 10,408 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $532K.
Highland Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 10 quarters.
Highland Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.06M in Q2 2024.
1,221 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Highland Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.