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Pure Portfolios Holdings’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Pure Portfolios Holdings’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
Q4 		$3.94M Buy
78,274
+9,925
+15% +$499K 1.19% 20
2025
Q3 		$3.42M Sell
68,349
-19,309
-22% -$949K 1.07% 22
2025
Q2 		$4.3M Sell
87,658
-4,957
-5% -$242K 1.46% 19
2025
Q1 		$4.6M Sell
92,615
-7,337
-7% -$367K 1.69% 15
2024
Q4 		$5.01M Buy
99,952
+23,390
+31% +$1.18M 1.86% 14
2024
Q3 		$3.91M Buy
+76,562
New +$3.88M 1.48% 17

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Pure Portfolios Holdings's VTEB Position: Q4 2025 in Review

Pure Portfolios Holdings increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 15% in Q4 2025, buying an estimated $499K and bringing the position to 78,274 shares worth $3.94M. The position accounts for 1.19% of the portfolio, ranked #20.

Pure Portfolios Holdings first reported a position in VTEB in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.01M in Q4 2024. 1,314 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

  • Pure Portfolios Holdings held 78,274 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.94M as of Q4 2025.
  • Pure Portfolios Holdings bought 9,925 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $499K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.19% of Pure Portfolios Holdings's portfolio in Q4 2025, its #20 holding.
  • Pure Portfolios Holdings first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 6 quarters since.
  • Pure Portfolios Holdings's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.01M in Q4 2024.
  • 1,314 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Pure Portfolios Holdings's 13F filing for Q4 2025, filed 30 Jan 2026.