Onyx Bridge Wealth Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Onyx Bridge Wealth Group’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	-7,473	Closed	-$375K	–	311
2024 Q4	$375K	Buy	7,473 +2,649	+55%	+$134K	0.05%	185
2024 Q3	$247K	Buy	4,824 +3	+0.1%	+$152	0.04%	231
2024 Q2	$242K	Buy	4,821 +1	+0%	+$50	0.04%	227
2024 Q1	$240K	Sell	4,820 -2,847	-37%	-$144K	0.04%	222
2023 Q4	$391K	Buy	+7,667	New	+$376K	0.08%	156
2023 Q1	–	Sell	-5,020	Closed	-$251K	–	208
2022 Q4	$251K	Buy	5,020 +21	+0.4%	+$1.03K	0.1%	142
2022 Q3	$243K	Buy	4,999 +139	+3%	+$6.95K	0.11%	129
2022 Q2	$247K	Sell	4,860 -1,372	-22%	-$68.8K	0.11%	122
2022 Q1	$313K	Buy	6,232 +117	+2%	+$6.23K	0.12%	101
2021 Q4	$336K	Buy	+6,115	New	+$335K	0.11%	101

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

Onyx Bridge Wealth Group's VTEB Position: Q1 2025 in Review

Onyx Bridge Wealth Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 7,473 shares — an estimated $375K sold.

Onyx Bridge Wealth Group first reported a position in VTEB in Q4 2021 and held it in 10 quarters. The position peaked at $391K in Q4 2023. 1,216 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

Onyx Bridge Wealth Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
Onyx Bridge Wealth Group sold 7,473 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $375K.
Onyx Bridge Wealth Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 10 quarters.
Onyx Bridge Wealth Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $391K in Q4 2023.
1,216 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2025, filed 29 Apr 2025.