Raleigh Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Raleigh Capital Management’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	-27	Closed	-$1.34K	–	1049
2024 Q4	$1.34K	Hold	27	–	–	﹤0.01%	870
2024 Q3	$1.36K	Buy	27 +1	+4%	+$51	﹤0.01%	854
2024 Q2	$1.32K	Hold	26	–	–	﹤0.01%	825
2024 Q1	$1.32K	Buy	+26	New	+$1.32K	﹤0.01%	815
2023 Q4	–	Sell	-2	Closed	-$102	–	1192
2023 Q3	$102	Hold	2	–	–	﹤0.01%	933
2023 Q2	$106	Sell	2 -946	-100%	-$47.5K	﹤0.01%	816
2023 Q1	$48K	Sell	948 -2,208	-70%	-$111K	0.02%	252
2022 Q4	$156K	Buy	3,156 +3,154	+157,700%	+$154K	0.08%	191
2022 Q3	$0	Hold	2	–	–	﹤0.01%	851
2022 Q2	$0	Hold	2	–	–	﹤0.01%	673
2022 Q1	$0	Buy	+2	New	+$106	﹤0.01%	690

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

Raleigh Capital Management's VTEB Position: Q1 2025 in Review

Raleigh Capital Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 27 shares — an estimated $1.34K sold.

Raleigh Capital Management first reported a position in VTEB in Q1 2022 and held it in 11 quarters. The position peaked at $156K in Q4 2022. 1,216 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

Raleigh Capital Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 27 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $1.34K.
Raleigh Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and held it in 11 quarters.
Raleigh Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $156K in Q4 2022.
1,216 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.