Oxford Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Oxford Financial 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
2024 Q4	–	Sell	-4,592	Closed	-$235K	–	326
2024 Q3	$235K	Hold	4,592	–	–	0.01%	223
2024 Q2	$230K	Hold	4,592	–	–	0.02%	241
2024 Q1	$232K	Sell	4,592 -2,387	-34%	-$121K	0.02%	209
2023 Q4	$356K	Buy	6,979 +979	+16%	+$48K	0.03%	166
2023 Q3	$289K	Hold	6,000	–	–	0.02%	174
2023 Q2	$301K	Buy	6,000 +243	+4%	+$12.2K	0.03%	177
2023 Q1	$292K	Sell	5,757 -1,048	-15%	-$52.6K	0.03%	152
2022 Q4	$337K	Buy	+6,805	New	+$333K	0.04%	142

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

Oxford Financial Group's VTEB Position: Q4 2024 in Review

Oxford Financial Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 4,592 shares — an estimated $235K sold.

Oxford Financial Group first reported a position in VTEB in Q4 2022 and held it in 8 quarters. The position peaked at $356K in Q4 2023. 1,221 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

Oxford Financial Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
Oxford Financial Group sold 4,592 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $235K.
Oxford Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 8 quarters.
Oxford Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $356K in Q4 2023.
1,221 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Oxford Financial Group's 13F filing for Q4 2024, filed 11 Feb 2025.