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

Mills 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
2024 Q4	–	Sell	-7,441	Closed	-$380K	–	67
2024 Q3	$380K	Sell	7,441 -3,893	-34%	-$197K	0.26%	37
2024 Q2	$568K	Sell	11,334 -1,689	-13%	-$84.5K	0.41%	33
2024 Q1	$659K	Sell	13,023 -9,796	-43%	-$497K	0.48%	31
2023 Q4	$1.16M	Sell	22,819 -26,615	-54%	-$1.31M	0.89%	21
2023 Q3	$2.38M	Sell	49,434 -33,867	-41%	-$1.68M	1.9%	12
2023 Q2	$4.18M	Buy	83,301 +75	+0.1%	+$3.77K	3.18%	7
2023 Q1	$4.22M	Buy	83,226 +13,444	+19%	+$675K	3.4%	6
2022 Q4	$3.45M	Buy	+69,782	New	+$3.41M	3.12%	7

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mills Wealth Advisors's VTEB Position: Q4 2024 in Review

Mills Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 7,441 shares — an estimated $380K sold.

Mills Wealth Advisors first reported a position in VTEB in Q4 2022 and held it in 8 quarters. The position peaked at $4.22M in Q1 2023. 1,221 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

Mills Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
Mills Wealth Advisors sold 7,441 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $380K.
Mills Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 8 quarters.
Mills Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.22M in Q1 2023.
1,221 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Mills Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.