Nisa Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Nisa Investment 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 Q3	–	Sell	-246,195	Closed	-$12.1M	–	3096
2025 Q2	$12.1M	Sell	246,195 -28,600	-10%	-$1.4M	0.05%	231
2025 Q1	$13.6M	Buy	274,795 +162,680	+145%	+$8.14M	0.07%	223
2024 Q4	$5.62M	Buy	+112,115	New	+$5.67M	0.02%	426
2024 Q2	–	Sell	-89,810	Closed	-$4.54M	–	2979
2024 Q1	$4.54M	Buy	+89,810	New	+$4.55M	0.03%	468
2023 Q4	–	Sell	-663,285	Closed	-$31.9M	–	2753
2023 Q3	$31.9M	Buy	663,285 +212,270	+47%	+$10.5M	0.24%	86
2023 Q2	$22.6M	Sell	451,015 -75,185	-14%	-$3.78M	0.17%	134
2023 Q1	$26.7M	Hold	526,200	–	–	0.21%	109
2022 Q4	$26M	Buy	+526,200	New	+$25.7M	0.21%	116

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Nisa Investment Advisors's VTEB Position: Q3 2025 in Review

Nisa Investment Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 246,195 shares — an estimated $12.1M sold.

Nisa Investment Advisors first reported a position in VTEB in Q4 2022 and held it in 8 quarters. The position peaked at $31.9M in Q3 2023. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Nisa Investment Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
Nisa Investment Advisors sold 246,195 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $12.1M.
Nisa Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 8 quarters.
Nisa Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $31.9M in Q3 2023.
1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Nisa Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.