Householder Group Estate & Retirement Specialist’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Householder Group Estate & Retirement Specialist’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	-966	Closed	-$49K	–	1215
2024 Q3	$49K	Buy	966 +121	+14%	+$6.13K	0.01%	485
2024 Q2	$42K	Buy	845 +325	+63%	+$16.3K	0.01%	513
2024 Q1	$26.3K	Buy	520 +3	+0.6%	+$152	0.01%	609
2023 Q4	$26K	Buy	517 +34	+7%	+$1.67K	0.01%	583
2023 Q3	$23.3K	Buy	+483	New	+$23.9K	0.01%	603
2023 Q1	$24K	Buy	+477	New	+$23.9K	0.01%	608

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 $52B AUM 24.53% 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

Householder Group Estate & Retirement Specialist's VTEB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 966 shares — an estimated $49K sold.

Householder Group Estate & Retirement Specialist first reported a position in VTEB in Q1 2023 and held it in 6 quarters. The position peaked at $49K in Q3 2024. 1,222 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 966 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $49K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Vanguard Tax-Exempt Bond Index Fund position peaked at $49K in Q3 2024.
1,222 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.