Matthew Hamilton Rosenberg’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Matthew Hamilton Rosenberg’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	-133	Closed	-$6.66K	–	827
2025 Q3	$6.66K	Sell	133 -128	-49%	-$6.29K	﹤0.01%	672
2025 Q2	$12.8K	Sell	261 -127	-33%	-$6.2K	﹤0.01%	628
2025 Q1	$19.3K	Hold	388	–	–	﹤0.01%	541
2024 Q4	$19.4K	Sell	388 -222	-36%	-$11.2K	0.01%	543
2024 Q3	$31.2K	Hold	610	–	–	0.01%	497
2024 Q2	$30.5K	Sell	610 -84	-12%	-$4.2K	0.01%	483
2024 Q1	$34.9K	Buy	+694	New	+$35.2K	0.01%	472

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Matthew Hamilton Rosenberg's VTEB Position: Q4 2025 in Review

Matthew Hamilton Rosenberg sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 133 shares — an estimated $6.66K sold.

Matthew Hamilton Rosenberg first reported a position in VTEB in Q1 2024 and held it in 7 quarters. The position peaked at $34.9K in Q1 2024. 1,318 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Matthew Hamilton Rosenberg reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 133 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $6.66K.
Matthew Hamilton Rosenberg first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and held it in 7 quarters.
Matthew Hamilton Rosenberg's Vanguard Tax-Exempt Bond Index Fund position peaked at $34.9K in Q1 2024.
1,318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2025, filed 5 Jan 2026.