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

Sheets Smith 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
2024
Q4 		– Sell
-14,189
Closed -$725K – 398
2024
Q3 		$725K Buy
+14,189
New +$719K 0.09% 194
2024
Q2 		– Sell
-4,136
Closed -$209K – 406
2024
Q1 		$209K Buy
4,136
+83
+2% +$4.21K 0.02% 362
2023
Q4 		$207K Buy
+4,053
New +$199K 0.03% 325
2022
Q3 		– Sell
-4,626
Closed -$231K – 312
2022
Q2 		$231K Sell
4,626
-10,413
-69% -$522K 0.04% 272
2022
Q1 		$775K Sell
15,039
-831
-5% -$44.2K 0.11% 163
2021
Q4 		$871K Sell
15,870
-15,432
-49% -$846K 0.11% 166
2021
Q3 		$1.71M Sell
31,302
-1,695
-5% -$93.7K 0.23% 111
2021
Q2 		$1.82M Sell
32,997
-133
-0.4% -$7.33K 0.25% 98
2021
Q1 		$1.81M Sell
33,130
-187
-0.6% -$10.3K 0.27% 97
2020
Q4 		$1.84M Buy
33,317
+3,717
+13% +$203K 0.28% 92
2020
Q3 		$1.61M Buy
29,600
+43
+0.1% +$2.35K 0.28% 85
2020
Q2 		$1.6M Buy
29,557
+3,047
+11% +$162K 0.32% 78
2020
Q1 		$1.4M Buy
26,510
+4,738
+22% +$254K 0.29% 82
2019
Q4 		$1.17M Buy
21,772
+13,532
+164% +$724K 0.22% 107
2019
Q3 		$442K Buy
8,240
+2,854
+53% +$153K 0.09% 208
2019
Q2 		$286K Buy
+5,386
New +$283K 0.06% 271

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sheets Smith Wealth Management's VTEB Position: Q4 2024 in Review

Sheets Smith Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 14,189 shares — an estimated $725K sold.

Sheets Smith Wealth Management first reported a position in VTEB in Q2 2019 and held it in 16 quarters. The position peaked at $1.84M in Q4 2020. 1,224 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

  • Sheets Smith Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 14,189 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $725K.
  • Sheets Smith Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and held it in 16 quarters.
  • Sheets Smith Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.84M in Q4 2020.
  • 1,224 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.