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RDA Financial Network’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

RDA Financial Network’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
Q2 		– Sell
-15,982
Closed -$793K – 268
2025
Q1 		$793K Sell
15,982
-346
-2% -$17.3K 0.24% 104
2024
Q4 		$819K Buy
16,328
+346
+2% +$17.5K 0.24% 105
2024
Q3 		$817K Hold
15,982
– – 0.25% 105
2024
Q2 		$801K Sell
15,982
-2,308
-13% -$115K 0.26% 101
2024
Q1 		$925K Sell
18,290
-987
-5% -$50K 0.32% 90
2023
Q4 		$984K Buy
+19,277
New +$945K 0.37% 76

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

RDA Financial Network's VTEB Position: Q2 2025 in Review

RDA Financial Network sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 15,982 shares — an estimated $793K sold.

RDA Financial Network first reported a position in VTEB in Q4 2023 and held it in 6 quarters. The position peaked at $984K in Q4 2023. 1,210 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • RDA Financial Network reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • RDA Financial Network sold 15,982 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $793K.
  • RDA Financial Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 6 quarters.
  • RDA Financial Network's Vanguard Tax-Exempt Bond Index Fund position peaked at $984K in Q4 2023.
  • 1,210 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on RDA Financial Network's 13F filing for Q2 2025, filed 7 Jul 2025.