Kovitz Investment Group Partners
VTEB icon

Kovitz Investment Group Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-58,168
Closed -$2.91M – 1313
2025
Q3 		$2.91M Sell
58,168
-1,146
-2% -$56.3K 0.01% 563
2025
Q2 		$2.91M Buy
59,314
+30,833
+108% +$1.51M 0.01% 549
2025
Q1 		$1.41M Sell
28,481
-2,128
-7% -$106K 0.01% 649
2024
Q4 		$1.53M Sell
30,609
-5,937
-16% -$300K 0.01% 621
2024
Q3 		$1.01M Sell
36,546
-214,454
-85% -$10.9M 0.01% 623
2024
Q2 		$12.6M Buy
251,000
+57,691
+30% +$2.89M 0.11% 137
2024
Q1 		$9.78M Buy
193,309
+10,994
+6% +$557K 0.12% 118
2023
Q4 		$9.31M Buy
182,315
+15,113
+9% +$741K 0.15% 74
2023
Q3 		$8.04M Buy
167,202
+24,480
+17% +$1.21M 0.14% 85
2023
Q2 		$7.17M Sell
142,722
-56,425
-28% -$2.84M 0.11% 99
2023
Q1 		$10.1M Buy
+199,147
New +$10M 0.18% 73

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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