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Ransom Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Ransom Advisory’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 		$50.3K Buy
+1,000
New +$50.3K 0.02% 221
2025
Q1 		– Sell
-1,000
Closed -$50.1K – 418
2024
Q4 		$50.1K Hold
1,000
– – 0.02% 214
2024
Q3 		$51.1K Buy
+1,000
New +$50.7K 0.02% 219

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

Ransom Advisory's VTEB Position: Q4 2025 in Review

Ransom Advisory opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025: 1,000 shares worth $50.3K. The stake represents 0.02% of the portfolio and ranks #221 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in VTEB as recently as Q4 2024.

Ransom Advisory first reported a position in VTEB in Q3 2024 and has held it in 3 quarters since. The position peaked at $51.1K in Q3 2024. 1,314 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

  • Ransom Advisory held 1,000 shares of Vanguard Tax-Exempt Bond Index Fund worth $50.3K as of Q4 2025.
  • Vanguard Tax-Exempt Bond Index Fund was a new Ransom Advisory position in Q4 2025.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Ransom Advisory's portfolio in Q4 2025, its #221 holding.
  • Ransom Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 3 quarters since.
  • Ransom Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $51.1K in Q3 2024.
  • 1,314 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.