Kathleen S. Wright Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Kathleen S. Wright Associates’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	$17.4K	Hold	347	–	–	0.01%	190
2025 Q2	$17K	Sell	347 -7,300	-95%	-$357K	0.01%	198
2025 Q1	$379K	Sell	7,647 -7,000	-48%	-$350K	0.16%	85
2024 Q4	$734K	Buy	14,647 +9,400	+179%	+$475K	0.31%	61
2024 Q3	$268K	Buy	5,247 +2,247	+75%	+$114K	0.11%	101
2024 Q2	$150K	Buy	+3,000	New	+$150K	0.07%	112
2023 Q1	–	Sell	-2	Closed	–	–	206
2022 Q4	$0	Buy	+2	New	+$98	﹤0.01%	211

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Kathleen S. Wright Associates's VTEB Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2025 at 347 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #190.

Kathleen S. Wright Associates first reported a position in VTEB in Q4 2022 and has held it in 7 quarters since. The position peaked at $734K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Kathleen S. Wright Associates held 347 shares of Vanguard Tax-Exempt Bond Index Fund worth $17.4K as of Q3 2025.
Kathleen S. Wright Associates left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2025.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #190 holding.
Kathleen S. Wright Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 7 quarters since.
Kathleen S. Wright Associates's Vanguard Tax-Exempt Bond Index Fund position peaked at $734K in Q4 2024.
1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.