Roof Eidam Maycock Peralta (REMP)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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	-14,478	Closed	-$725K	–	134
2025 Q3	$725K	Sell	14,478 -4,813	-25%	-$237K	0.18%	77
2025 Q2	$946K	Sell	19,291 -205	-1%	-$10K	0.23%	60
2025 Q1	$967K	Sell	19,496 -1,122	-5%	-$56.1K	0.26%	55
2024 Q4	$1.03M	Hold	20,618	–	–	0.27%	54
2024 Q3	$1.05M	Hold	20,618	–	–	0.27%	54
2024 Q2	$1.03M	Hold	20,618	–	–	0.28%	51
2024 Q1	$1.04M	Buy	20,618 +1,970	+11%	+$99.9K	0.29%	51
2023 Q4	$952K	Sell	18,648 -405	-2%	-$19.9K	0.29%	52
2023 Q3	$916K	Sell	19,053 -915	-5%	-$45.3K	0.3%	59
2023 Q2	$1M	Sell	19,968 -1,121	-5%	-$56.3K	0.34%	53
2023 Q1	$1.07M	Sell	21,089 -136	-0.6%	-$6.83K	0.39%	55
2022 Q4	$1.05M	Buy	+21,225	New	+$1.04M	0.37%	52

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

Roof Eidam Maycock Peralta (REMP)'s VTEB Position: Q4 2025 in Review

Roof Eidam Maycock Peralta (REMP) sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 14,478 shares — an estimated $725K sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in VTEB in Q4 2022 and held it in 12 quarters. The position peaked at $1.07M in Q1 2023. 1,318 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Roof Eidam Maycock Peralta (REMP) reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Roof Eidam Maycock Peralta (REMP) sold 14,478 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $725K.
Roof Eidam Maycock Peralta (REMP) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 12 quarters.
Roof Eidam Maycock Peralta (REMP)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $1.07M in Q1 2023.
1,318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q4 2025, filed 26 Jan 2026.