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Siligmueller & Norvid Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
Q3 		$534K Sell
10,669
-3,548
-25% -$174K 0.24% 82
2025
Q2 		$692K Sell
14,217
-292
-2% -$14.3K 0.27% 57
2025
Q1 		$720K Hold
14,509
– – 0.3% 57
2024
Q4 		$727K Buy
+14,509
New +$734K 0.31% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Siligmueller & Norvid Wealth Advisors's VTEB Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 25% in Q3 2025, selling an estimated $174K and leaving 10,669 shares worth $534K. The position accounts for 0.24% of the portfolio, ranked #82.

Siligmueller & Norvid Wealth Advisors first reported a position in VTEB in Q4 2024 and has held it in 4 quarters since. The position peaked at $727K in Q4 2024. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 10,669 shares of Vanguard Tax-Exempt Bond Index Fund worth $534K as of Q3 2025.
  • Siligmueller & Norvid Wealth Advisors sold 3,548 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $174K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.24% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #82 holding.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 4 quarters since.
  • Siligmueller & Norvid Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $727K in Q4 2024.
  • 1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.