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

Moser 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
2025
Q2 		$702K Buy
14,314
+196
+1% +$9.57K 0.34% 54
2025
Q1 		$701K Buy
14,118
+318
+2% +$15.9K 0.37% 50
2024
Q4 		$692K Sell
13,800
-300
-2% -$15.2K 0.36% 47
2024
Q3 		$721K Hold
14,100
– – 0.37% 46
2024
Q2 		$707K Sell
14,100
-605
-4% -$30.3K 0.38% 43
2024
Q1 		$744K Sell
14,705
-250
-2% -$12.7K 0.41% 47
2023
Q4 		$763K Sell
14,955
-950
-6% -$46.6K 0.49% 41
2023
Q3 		$765K Hold
15,905
– – 0.54% 40
2023
Q2 		$799K Buy
+15,905
New +$799K 0.54% 44
2022
Q4 		$861K Sell
17,405
-600
-3% -$29.3K 0.65% 41
2022
Q3 		$867K Buy
18,005
+9,855
+121% +$493K 0.68% 40
2022
Q2 		$407K Sell
8,150
-3,905
-32% -$196K 0.3% 57
2022
Q1 		$621K Sell
12,055
-2,950
-20% -$157K 0.39% 50
2021
Q4 		$824K Sell
15,005
-4,500
-23% -$247K 0.5% 44
2021
Q3 		$1.07M Sell
19,505
-285
-1% -$15.8K 0.68% 36
2021
Q2 		$1.09M Buy
19,790
+90
+0.5% +$4.96K 0.7% 37
2021
Q1 		$1.08M Buy
19,700
+3,900
+25% +$214K 0.76% 32
2020
Q4 		$872K Hold
15,800
– – 0.64% 38
2020
Q3 		$860K Hold
15,800
– – 0.68% 33
2020
Q2 		$855K Hold
15,800
– – 0.82% 31
2020
Q1 		$836K Hold
15,800
– – 0.97% 25
2019
Q4 		$846K Buy
+15,800
New +$846K 0.81% 27

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Moser Wealth Advisors's VTEB Position: Q2 2025 in Review

Moser Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.4% in Q2 2025, buying an estimated $9.57K and bringing the position to 14,314 shares worth $702K. The position accounts for 0.34% of the portfolio, ranked #54.

Moser Wealth Advisors first reported a position in VTEB in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.09M in Q2 2021. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Moser Wealth Advisors held 14,314 shares of Vanguard Tax-Exempt Bond Index Fund worth $702K as of Q2 2025.
  • Moser Wealth Advisors bought 196 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $9.57K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.34% of Moser Wealth Advisors's portfolio in Q2 2025, its #54 holding.
  • Moser Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 22 quarters since.
  • Moser Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.09M in Q2 2021.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.