Mill Creek Capital Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mill Creek Capital 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	-4,496	Closed	-$225K	–	265
2024 Q4	$225K	Sell	4,496 -29	-0.6%	-$1.47K	0.01%	245
2024 Q3	$231K	Sell	4,525 -219	-5%	-$11.1K	0.01%	226
2024 Q2	$238K	Sell	4,744 -201	-4%	-$10.1K	0.01%	230
2024 Q1	$250K	Hold	4,945	–	–	0.01%	212
2023 Q4	$252K	Sell	4,945 -354	-7%	-$17.4K	0.01%	208
2023 Q3	$255K	Sell	5,299 -433	-8%	-$21.4K	0.01%	189
2023 Q2	$288K	Sell	5,732 -597	-9%	-$30K	0.01%	200
2023 Q1	$321K	Sell	6,329 -2,019	-24%	-$101K	0.01%	184
2022 Q4	$413K	Buy	+8,348	New	+$408K	0.02%	152

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

Mill Creek Capital Advisors's VTEB Position: Q1 2025 in Review

Mill Creek Capital Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 4,496 shares — an estimated $225K sold.

Mill Creek Capital Advisors first reported a position in VTEB in Q4 2022 and held it in 9 quarters. The position peaked at $413K in Q4 2022. 1,216 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

Mill Creek Capital Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
Mill Creek Capital Advisors sold 4,496 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $225K.
Mill Creek Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 9 quarters.
Mill Creek Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $413K in Q4 2022.
1,216 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.