Redwood Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Redwood Investment 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 Q4	–	Sell	-5,811	Closed	-$291K	–	363
2025 Q3	$291K	Buy	5,811 +40	+0.7%	+$1.97K	0.03%	263
2025 Q2	$283K	Sell	5,771 -1,683	-23%	-$82.2K	0.03%	267
2025 Q1	$370K	Buy	7,454 +35	+0.5%	+$1.75K	0.04%	251
2024 Q4	$372K	Buy	7,419 +2,026	+38%	+$102K	0.04%	282
2024 Q3	$276K	Buy	+5,393	New	+$273K	0.02%	302

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

Redwood Investment Management's VTEB Position: Q4 2025 in Review

Redwood Investment Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 5,811 shares — an estimated $291K sold.

Redwood Investment Management first reported a position in VTEB in Q3 2024 and held it in 5 quarters. The position peaked at $372K in Q4 2024. 1,314 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Redwood Investment Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Redwood Investment Management sold 5,811 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $291K.
Redwood Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and held it in 5 quarters.
Redwood Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $372K in Q4 2024.
1,314 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Redwood Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.