RiverFront Investment Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

RiverFront Investment Group’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	-19,198	Closed	-$961K	–	358
2025 Q3	$961K	Hold	19,198	–	–	0.02%	156
2025 Q2	$941K	Sell	19,198 -3,263	-15%	-$159K	0.02%	152
2025 Q1	$1.11M	Sell	22,461 -562	-2%	-$28.1K	0.02%	129
2024 Q4	$1.15M	Hold	23,023	–	–	0.03%	111
2024 Q3	$1.18M	Sell	23,023 -5,515	-19%	-$279K	0.03%	102
2024 Q2	$1.43M	Hold	28,538	–	–	0.04%	80
2024 Q1	$1.44M	Sell	28,538 -6,850	-19%	-$347K	0.04%	77
2023 Q4	$1.81M	Buy	+35,388	New	+$1.74M	0.06%	78

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

RiverFront Investment Group's VTEB Position: Q4 2025 in Review

RiverFront Investment Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 19,198 shares — an estimated $961K sold.

RiverFront Investment Group first reported a position in VTEB in Q4 2023 and held it in 8 quarters. The position peaked at $1.81M in Q4 2023. 1,318 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

RiverFront Investment Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
RiverFront Investment Group sold 19,198 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $961K.
RiverFront Investment Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 8 quarters.
RiverFront Investment Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.81M in Q4 2023.
1,318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on RiverFront Investment Group's 13F filing for Q4 2025, filed 5 Feb 2026.