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

Pineridge 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
Q3 		$272K Sell
5,434
-3,293
-38% -$162K 0.08% 43
2025
Q2 		$428K Sell
8,727
-525
-6% -$25.6K 0.16% 28
2025
Q1 		$459K Sell
9,252
-31
-0.3% -$1.55K 0.18% 24
2024
Q4 		$465K Sell
9,283
-2,854
-24% -$144K 0.18% 30
2024
Q3 		$620K Sell
12,137
-3,107
-20% -$157K 0.23% 35
2024
Q2 		$764K Sell
15,244
-1,269
-8% -$63.5K 0.26% 32
2024
Q1 		$836K Sell
16,513
-804
-5% -$40.8K 0.29% 25
2023
Q4 		$884K Buy
+17,317
New +$849K 0.29% 27

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
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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Pineridge Advisors's VTEB Position: Q3 2025 in Review

Pineridge Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 38% in Q3 2025, selling an estimated $162K and leaving 5,434 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #43.

Pineridge Advisors first reported a position in VTEB in Q4 2023 and has held it in 8 quarters since. The position peaked at $884K in Q4 2023. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • Pineridge Advisors held 5,434 shares of Vanguard Tax-Exempt Bond Index Fund worth $272K as of Q3 2025.
  • Pineridge Advisors sold 3,293 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $162K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Pineridge Advisors's portfolio in Q3 2025, its #43 holding.
  • Pineridge Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $884K in Q4 2023.
  • 1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.