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

Pursue 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 Q4	–	Sell	-5,738	Closed	-$287K	–	119
2025 Q3	$287K	Buy	5,738 +48	+0.8%	+$2.36K	0.16%	90
2025 Q2	$279K	Buy	5,690 +47	+0.8%	+$2.3K	0.16%	90
2025 Q1	$280K	Buy	+5,643	New	+$282K	0.17%	88

Other funds holding VTEB

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

Align Financial Hermantown, Minnesota $202M AUM

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

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

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

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

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

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

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

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

Pursue Wealth Partners's VTEB Position: Q4 2025 in Review

Pursue Wealth Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 5,738 shares — an estimated $287K sold.

Pursue Wealth Partners first reported a position in VTEB in Q1 2025 and held it in 3 quarters. The position peaked at $287K in Q3 2025. 1,314 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Pursue Wealth Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Pursue Wealth Partners sold 5,738 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $287K.
Pursue Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and held it in 3 quarters.
Pursue Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $287K in Q3 2025.
1,314 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Pursue Wealth Partners's 13F filing for Q4 2025, filed 26 Jan 2026.