Long Run Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Long Run Wealth Advisors’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 Q1	–	Sell	-7,148	Closed	-$358K	–	109
2024 Q4	$358K	Buy	7,148 +1,498	+27%	+$75.7K	0.09%	79
2024 Q3	$289K	Buy	5,650 +500	+10%	+$25.3K	0.07%	85
2024 Q2	$258K	Hold	5,150	–	–	0.07%	89
2024 Q1	$261K	Hold	5,150	–	–	0.07%	86
2023 Q4	$263K	Buy	5,150 +250	+5%	+$12.3K	0.08%	82
2023 Q3	$236K	Buy	+4,900	New	+$243K	0.08%	79

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Long Run Wealth Advisors's VTEB Position: Q1 2025 in Review

Long Run Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 7,148 shares — an estimated $358K sold.

Long Run Wealth Advisors first reported a position in VTEB in Q3 2023 and held it in 6 quarters. The position peaked at $358K in Q4 2024. 1,216 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

Long Run Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
Long Run Wealth Advisors sold 7,148 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $358K.
Long Run Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and held it in 6 quarters.
Long Run Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $358K in Q4 2024.
1,216 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Long Run Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.