Private Portfolio Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Private Portfolio Partners’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	$14.6M	Buy	291,128 +32,444	+13%	+$1.64M	2.68%	7
2024 Q3	$13.2M	Buy	+258,684	New	+$13.1M	2.48%	8
2024 Q2	–	Sell	-247,308	Closed	-$12.5M	–	266
2024 Q1	$12.5M	Buy	247,308 +11,223	+5%	+$569K	2.61%	8
2023 Q4	$12.1M	Sell	236,085 -8,266	-3%	-$405K	2.77%	6
2023 Q3	$11.8M	Buy	244,351 +12,679	+5%	+$628K	3.05%	5
2023 Q2	$11.6M	Sell	231,672 -2,610	-1%	-$131K	2.99%	5
2023 Q1	$11.9M	Buy	234,282 +16,465	+8%	+$827K	3.21%	4
2022 Q4	$10.8M	Buy	+217,817	New	+$10.6M	2.84%	5

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Portfolio Partners's VTEB Position: Q4 2024 in Review

Private Portfolio Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q4 2024, buying an estimated $1.64M and bringing the position to 291,128 shares worth $14.6M. The position accounts for 2.68% of the portfolio, ranked #7.

Private Portfolio Partners first reported a position in VTEB in Q4 2022 and has held it in 8 quarters since. 1,221 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

Private Portfolio Partners held 291,128 shares of Vanguard Tax-Exempt Bond Index Fund worth $14.6M as of Q4 2024.
Private Portfolio Partners bought 32,444 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $1.64M.
Vanguard Tax-Exempt Bond Index Fund made up 2.68% of Private Portfolio Partners's portfolio in Q4 2024, its #7 holding.
Private Portfolio Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 8 quarters since.
1,221 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.