SFS
VTEB icon

Sharp Financial Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sharp Financial Services’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
Q1 		– Sell
-5,900
Closed -$296K – 102
2024
Q4 		$296K Sell
5,900
-100
-2% -$5.06K 0.22% 71
2024
Q3 		$307K Sell
6,000
-2,000
-25% -$101K 0.24% 66
2024
Q2 		$401K Buy
+8,000
New +$400K 0.34% 58

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Sharp Financial Services's VTEB Position: Q1 2025 in Review

Sharp Financial Services sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 5,900 shares — an estimated $296K sold.

Sharp Financial Services first reported a position in VTEB in Q2 2024 and held it in 3 quarters. The position peaked at $401K in Q2 2024. 1,216 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

  • Sharp Financial Services reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
  • Sharp Financial Services sold 5,900 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $296K.
  • Sharp Financial Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and held it in 3 quarters.
  • Sharp Financial Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $401K in Q2 2024.
  • 1,216 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Sharp Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.