JWM
VTEB icon

JP Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

JP Wealth Management’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
-13,000
Closed -$637K – 17
2025
Q2 		$637K Hold
13,000
– – 0.48% 11
2025
Q1 		$645K Buy
13,000
+3,000
+30% +$150K 0.52% 11
2024
Q4 		$501K Buy
+10,000
New +$506K 0.37% 14

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

JP Wealth Management's VTEB Position: Q3 2025 in Review

JP Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 13,000 shares — an estimated $637K sold.

JP Wealth Management first reported a position in VTEB in Q4 2024 and held it in 3 quarters. The position peaked at $645K in Q1 2025. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • JP Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
  • JP Wealth Management sold 13,000 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $637K.
  • JP Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and held it in 3 quarters.
  • JP Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $645K in Q1 2025.
  • 1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on JP Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.