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

Proquility Private Wealth 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
2025 Q1	–	Sell	-86,432	Closed	-$4.33M	–	96
2024 Q4	$4.33M	Buy	86,432 +67,308	+352%	+$3.4M	1.4%	24
2024 Q3	$978K	Hold	19,124	–	–	0.31%	74
2024 Q2	$958K	Buy	+19,124	New	+$957K	0.33%	72
2024 Q1	–	Sell	-72,328	Closed	-$3.69M	–	91
2023 Q4	$3.69M	Buy	+72,328	New	+$3.55M	1.4%	24

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Proquility Private Wealth Partners's VTEB Position: Q1 2025 in Review

Proquility Private Wealth Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 86,432 shares — an estimated $4.33M sold.

Proquility Private Wealth Partners first reported a position in VTEB in Q4 2023 and held it in 4 quarters. The position peaked at $4.33M in Q4 2024. 1,216 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

Proquility Private Wealth Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
Proquility Private Wealth Partners sold 86,432 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $4.33M.
Proquility Private Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 4 quarters.
Proquility Private Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.33M in Q4 2024.
1,216 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.