IAG Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

IAG Wealth 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
2024 Q4	–	Sell	-254	Closed	-$13K	–	545
2024 Q3	$13K	Buy	+254	New	+$12.9K	﹤0.01%	315
2023 Q3	–	Sell	-5,333	Closed	-$268K	–	472
2023 Q2	$268K	Buy	+5,333	New	+$268K	0.07%	70
2021 Q4	–	Sell	-263	Closed	-$15K	–	430
2021 Q3	$15K	Hold	263	–	–	0.01%	224
2021 Q2	$15K	Hold	263	–	–	0.01%	216
2021 Q1	$15K	Hold	263	–	–	0.01%	217
2020 Q4	$15K	Hold	263	–	–	0.01%	195
2020 Q3	$15K	Hold	263	–	–	0.01%	185
2020 Q2	$15K	Hold	263	–	–	0.01%	184
2020 Q1	$14K	Buy	+263	New	+$14.1K	0.01%	172

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

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

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

IAG Wealth Partners's VTEB Position: Q4 2024 in Review

IAG Wealth Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 254 shares — an estimated $13K sold.

IAG Wealth Partners first reported a position in VTEB in Q1 2020 and held it in 9 quarters. The position peaked at $268K in Q2 2023. 1,225 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

IAG Wealth Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
IAG Wealth Partners sold 254 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $13K.
IAG Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and held it in 9 quarters.
IAG Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $268K in Q2 2023.
1,225 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.