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Planned Solutions’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Planned Solutions’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
-3,835
Closed -$196K – 628
2024
Q3 		$196K Buy
+3,835
New +$194K 0.08% 115
2024
Q1 		– Sell
-887
Closed -$45.3K – 543
2023
Q4 		$45.3K Buy
+887
New +$43.5K 0.02% 294

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

Planned Solutions's VTEB Position: Q4 2024 in Review

Planned Solutions sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 3,835 shares — an estimated $196K sold.

Planned Solutions first reported a position in VTEB in Q4 2023 and held it in 2 quarters. The position peaked at $196K in Q3 2024. 1,221 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

  • Planned Solutions reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 3,835 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $196K.
  • Planned Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Vanguard Tax-Exempt Bond Index Fund position peaked at $196K in Q3 2024.
  • 1,221 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.