SeaCrest Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

SeaCrest Wealth 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 Q2	–	Sell	-4,549	Closed	-$226K	–	698
2025 Q1	$226K	Sell	4,549 -394	-8%	-$19.7K	0.03%	584
2024 Q4	$248K	Buy	+4,943	New	+$250K	0.03%	553
2022 Q3	–	Sell	-13,532	Closed	-$676K	–	1511
2022 Q2	$676K	Buy	13,532 +58	+0.4%	+$2.91K	0.09%	246
2022 Q1	$695K	Buy	13,474 +2,733	+25%	+$145K	0.08%	262
2021 Q4	$590K	Sell	10,741 -2,173	-17%	-$119K	0.06%	307
2021 Q3	$707K	Buy	+12,914	New	+$714K	0.09%	244

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

SeaCrest Wealth Management's VTEB Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 4,549 shares — an estimated $226K sold.

SeaCrest Wealth Management first reported a position in VTEB in Q3 2021 and held it in 6 quarters. The position peaked at $707K in Q3 2021. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

SeaCrest Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
SeaCrest Wealth Management sold 4,549 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $226K.
SeaCrest Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and held it in 6 quarters.
SeaCrest Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $707K in Q3 2021.
1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.