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Macroview Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Macroview Investment 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
2024
Q4 		– Sell
-189
Closed -$9.65K – 537
2024
Q3 		$9.65K Buy
189
+2
+1% +$101 0.01% 238
2024
Q2 		$9.38K Sell
187
-1,359
-88% -$68K 0.01% 240
2024
Q1 		$78.2K Sell
1,546
-214
-12% -$10.8K 0.09% 118
2023
Q4 		$89.8K Sell
1,760
-39
-2% -$1.91K 0.11% 112
2023
Q3 		$86.5K Hold
1,799
– – 0.12% 97
2023
Q2 		$90.3K Sell
1,799
-706
-28% -$35.5K 0.14% 69
2023
Q1 		$127K Sell
2,505
-590
-19% -$29.6K 0.2% 60
2022
Q4 		$153K Buy
+3,095
New +$151K 0.26% 53

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macroview Investment Management's VTEB Position: Q4 2024 in Review

Macroview Investment Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 189 shares — an estimated $9.65K sold.

Macroview Investment Management first reported a position in VTEB in Q4 2022 and held it in 8 quarters. The position peaked at $153K in Q4 2022. 1,222 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

  • Macroview Investment Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 189 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $9.65K.
  • Macroview Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 8 quarters.
  • Macroview Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $153K in Q4 2022.
  • 1,222 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.