PFA
VTEB icon

Pathway Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Pathway Financial 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 		– Sell
-8,366
Closed -$415K – 176
2025
Q1 		$415K Buy
+8,366
New +$419K 0.07% 106

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

Pathway Financial Advisors's VTEB Position: Q2 2025 in Review

Pathway Financial Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 8,366 shares — an estimated $415K sold.

Pathway Financial Advisors first reported a position in VTEB in Q1 2025 and held it in 1 quarter. The position peaked at $415K in Q1 2025. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Pathway Financial Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • Pathway Financial Advisors sold 8,366 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $415K.
  • Pathway Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and held it in 1 quarter.
  • Pathway Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $415K in Q1 2025.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Pathway Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.