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McKinley Carter Wealth Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

McKinley Carter Wealth Services’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
Q3 		– Sell
-4,665
Closed -$229K – 322
2025
Q2 		$229K Sell
4,665
-31,524
-87% -$1.54M 0.01% 290
2025
Q1 		$1.8M Sell
36,189
-328,486
-90% -$16.4M 0.11% 118
2024
Q4 		$18.3M Sell
364,675
-23,009
-6% -$1.16M 1.12% 22
2024
Q3 		$19.8M Buy
387,684
+36,962
+11% +$1.87M 1.2% 17
2024
Q2 		$17.6M Buy
350,722
+36,784
+12% +$1.84M 1.12% 18
2024
Q1 		$15.9M Buy
313,938
+55,809
+22% +$2.83M 1.06% 19
2023
Q4 		$13.2M Sell
258,129
-22,677
-8% -$1.11M 0.96% 23
2023
Q3 		$13.5M Buy
280,806
+38,163
+16% +$1.89M 1.07% 18
2023
Q2 		$12.2M Buy
242,643
+31,344
+15% +$1.57M 0.91% 21
2023
Q1 		$10.7M Buy
211,299
+35,160
+20% +$1.76M 0.84% 25
2022
Q4 		$8.72M Buy
176,139
+44,638
+34% +$2.18M 0.74% 27
2022
Q3 		$6.33M Buy
131,501
+40,605
+45% +$2.03M 0.59% 40
2022
Q2 		$4.54M Sell
90,896
-483,347
-84% -$24.2M 0.4% 56
2022
Q1 		$29.6M Buy
574,243
+145,341
+34% +$7.74M 2.32% 9
2021
Q4 		$23.6M Buy
428,902
+416,334
+3,313% +$22.8M 1.76% 14
2021
Q3 		$688K Buy
12,568
+2,336
+23% +$129K 0.06% 163
2021
Q2 		$566K Buy
+10,232
New +$564K 0.05% 174

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

McKinley Carter Wealth Services's VTEB Position: Q3 2025 in Review

McKinley Carter Wealth Services sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 4,665 shares — an estimated $229K sold.

McKinley Carter Wealth Services first reported a position in VTEB in Q2 2021 and held it in 17 quarters. The position peaked at $29.6M in Q1 2022. 1,235 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • McKinley Carter Wealth Services reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 4,665 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $229K.
  • McKinley Carter Wealth Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 17 quarters.
  • McKinley Carter Wealth Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $29.6M in Q1 2022.
  • 1,235 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2025, filed 4 Nov 2025.