Koss-Olinger Consulting’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Koss-Olinger Consulting’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 Q2	–	Sell	-11,851	Closed	-$588K	–	329
2025 Q1	$588K	Sell	11,851 -563,390	-98%	-$28.2M	0.05%	170
2024 Q4	$28.8M	Sell	575,241 -96,295	-14%	-$4.87M	2.53%	12
2024 Q3	$34.3M	Sell	671,536 -5,878	-0.9%	-$298K	2.98%	8
2024 Q2	$33.9M	Buy	+677,414	New	+$33.9M	3.14%	8
2024 Q1	–	Sell	-721,495	Closed	-$36.8M	–	312
2023 Q4	$36.8M	Buy	+721,495	New	+$35.4M	3.61%	8
2023 Q1	–	Sell	-92,563	Closed	-$4.58M	–	272
2022 Q4	$4.58M	Buy	+92,563	New	+$4.53M	0.66%	23
2022 Q3	–	Sell	-4,026	Closed	-$201K	–	236
2022 Q2	$201K	Buy	+4,026	New	+$202K	0.04%	163

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Koss-Olinger Consulting's VTEB Position: Q2 2025 in Review

Koss-Olinger Consulting sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 11,851 shares — an estimated $588K sold.

Koss-Olinger Consulting first reported a position in VTEB in Q2 2022 and held it in 7 quarters. The position peaked at $36.8M in Q4 2023. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

Koss-Olinger Consulting reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 11,851 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $588K.
Koss-Olinger Consulting first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 7 quarters.
Koss-Olinger Consulting's Vanguard Tax-Exempt Bond Index Fund position peaked at $36.8M in Q4 2023.
1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Koss-Olinger Consulting's 13F filing for Q2 2025, filed 1 Aug 2025.