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Peak Financial Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Peak Financial Management’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
-4,380
Closed -$224K – 105
2024
Q3 		$224K Hold
4,380
– – 0.07% 94
2024
Q2 		$219K Hold
4,380
– – 0.07% 86
2024
Q1 		$222K Hold
4,380
– – 0.07% 87
2023
Q4 		$224K Buy
+4,380
New +$215K 0.08% 80

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peak Financial Management's VTEB Position: Q4 2024 in Review

Peak Financial Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 4,380 shares — an estimated $224K sold.

Peak Financial Management first reported a position in VTEB in Q4 2023 and held it in 4 quarters. The position peaked at $224K in Q3 2024. 1,221 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

  • Peak Financial Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
  • Peak Financial Management sold 4,380 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $224K.
  • Peak Financial Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 4 quarters.
  • Peak Financial Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $224K in Q3 2024.
  • 1,221 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Peak Financial Management's 13F filing for Q4 2024, filed 22 Jan 2025.