Robinson Smith Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Robinson Smith Wealth Advisors’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	-10,034	Closed	-$498K	–	96
2025 Q1	$498K	Hold	10,034	–	–	0.42%	47
2024 Q4	$503K	Hold	10,034	–	–	0.43%	46
2024 Q3	$513K	Sell	10,034 -557	-5%	-$28.2K	0.44%	49
2024 Q2	$531K	Sell	10,591 -252	-2%	-$12.6K	0.47%	46
2024 Q1	$549K	Buy	10,843 +3,095	+40%	+$157K	0.53%	46
2023 Q4	$396K	Buy	+7,748	New	+$380K	0.39%	52

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Robinson Smith Wealth Advisors's VTEB Position: Q2 2025 in Review

Robinson Smith Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 10,034 shares — an estimated $498K sold.

Robinson Smith Wealth Advisors first reported a position in VTEB in Q4 2023 and held it in 6 quarters. The position peaked at $549K in Q1 2024. 1,208 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

Robinson Smith Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
Robinson Smith Wealth Advisors sold 10,034 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $498K.
Robinson Smith Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 6 quarters.
Robinson Smith Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $549K in Q1 2024.
1,208 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.