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Peninsula Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Peninsula Wealth’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
-4,362
Closed -$222K – 109
2024
Q3 		$222K Sell
4,362
-25
-0.6% -$1.27K 0.04% 92
2024
Q2 		$222K Sell
4,387
-86
-2% -$4.3K 0.04% 91
2024
Q1 		$226K Sell
4,473
-976
-18% -$49.5K 0.05% 85
2023
Q4 		$278K Sell
5,449
-2,745
-34% -$135K 0.06% 77
2023
Q3 		$389K Sell
8,194
-92
-1% -$4.56K 0.09% 55
2023
Q2 		$416K Sell
8,286
-946
-10% -$47.5K 0.11% 48
2023
Q1 		$468K Sell
9,232
-75
-0.8% -$3.77K 0.14% 44
2022
Q4 		$461K Buy
9,307
+28
+0.3% +$1.37K 0.14% 40
2022
Q3 		$447K Sell
9,279
-145
-2% -$7.25K 0.16% 41
2022
Q2 		$470K Sell
9,424
-215
-2% -$10.8K 0.16% 37
2022
Q1 		$497K Sell
9,639
-184
-2% -$9.79K 0.14% 35
2021
Q4 		$539K Sell
9,823
-255
-3% -$14K 0.15% 36
2021
Q3 		$552K Buy
+10,078
New +$557K 0.18% 22
2020
Q4 		– Sell
-6,485
Closed -$353K – 53
2020
Q3 		$353K Sell
6,485
-635
-9% -$34.7K 0.15% 36
2020
Q2 		$385K Buy
+7,120
New +$379K 0.18% 31

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

Peninsula Wealth's VTEB Position: Q4 2024 in Review

Peninsula Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 4,362 shares — an estimated $222K sold.

Peninsula Wealth first reported a position in VTEB in Q2 2020 and held it in 15 quarters. The position peaked at $552K in Q3 2021. 1,221 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

  • Peninsula Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
  • Peninsula Wealth sold 4,362 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $222K.
  • Peninsula Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and held it in 15 quarters.
  • Peninsula Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $552K in Q3 2021.
  • 1,221 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.