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Shufro Rose & Co’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Shufro Rose & Co’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
-4,480
Closed -$224K – 330
2024
Q3 		$224K Hold
4,480
– – 0.02% 272
2024
Q2 		$224K Sell
4,480
-601
-12% -$30.1K 0.02% 272
2024
Q1 		$257K Sell
5,081
-135
-3% -$6.84K 0.02% 246
2023
Q4 		$251K Hold
5,216
– – 0.02% 238
2023
Q3 		$251K Buy
+5,216
New +$258K 0.02% 238

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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shufro Rose & Co's VTEB Position: Q4 2024 in Review

Shufro Rose & Co sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 4,480 shares — an estimated $224K sold.

Shufro Rose & Co first reported a position in VTEB in Q3 2023 and held it in 5 quarters. The position peaked at $257K in Q1 2024. 1,221 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

  • Shufro Rose & Co reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
  • Shufro Rose & Co sold 4,480 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $224K.
  • Shufro Rose & Co first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and held it in 5 quarters.
  • Shufro Rose & Co's Vanguard Tax-Exempt Bond Index Fund position peaked at $257K in Q1 2024.
  • 1,221 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Shufro Rose & Co's 13F filing for Q4 2024, filed 25 Feb 2025.