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Silver Lake Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Silver Lake Advisory’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
-5,680
Closed -$290K – 100
2024
Q3 		$290K Buy
5,680
+1,039
+22% +$52.7K 0.12% 90
2024
Q2 		$233K Buy
4,641
+36
+0.8% +$1.8K 0.1% 92
2024
Q1 		$233K Buy
+4,605
New +$233K 0.1% 91
2023
Q3 		– Sell
-4,504
Closed -$226K – 94
2023
Q2 		$226K Buy
4,504
+31
+0.7% +$1.56K 0.12% 88
2023
Q1 		$227K Buy
+4,473
New +$225K 0.13% 85
2022
Q4 		– Sell
-4,416
Closed -$213K – 93
2022
Q3 		$213K Buy
4,416
+23
+0.5% +$1.15K 0.12% 91
2022
Q2 		$219K Buy
4,393
+19
+0.4% +$952 0.12% 96
2022
Q1 		$225K Buy
4,374
+12
+0.3% +$639 0.11% 98
2021
Q4 		$240K Buy
4,362
+23
+0.5% +$1.26K 0.11% 99
2021
Q3 		$238K Buy
4,339
+11
+0.3% +$608 0.12% 99
2021
Q2 		$240K Buy
4,328
+24
+0.6% +$1.32K 0.11% 98
2021
Q1 		$235K Buy
4,304
+13
+0.3% +$714 0.12% 94
2020
Q4 		$237K Buy
4,291
+27
+0.6% +$1.47K 0.13% 90
2020
Q3 		$232K Buy
4,264
+21
+0.5% +$1.15K 0.14% 85
2020
Q2 		$230K Buy
4,243
+24
+0.6% +$1.28K 0.15% 80
2020
Q1 		$223K Buy
4,219
+14
+0.3% +$750 0.16% 79
2019
Q4 		$225K Buy
4,205
+31
+0.7% +$1.66K 0.14% 78
2019
Q3 		$224K Buy
4,174
+24
+0.6% +$1.29K 0.14% 77
2019
Q2 		$220K Buy
4,150
+25
+0.6% +$1.31K 0.15% 78
2019
Q1 		$215K Buy
4,125
+17
+0.4% +$874 0.15% 82
2018
Q4 		$210K Buy
4,108
+33
+0.8% +$1.66K 0.16% 81
2018
Q3 		$206K Buy
+4,075
New +$207K 0.13% 95

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

Silver Lake Advisory's VTEB Position: Q4 2024 in Review

Silver Lake Advisory sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 5,680 shares — an estimated $290K sold.

Silver Lake Advisory first reported a position in VTEB in Q3 2018 and held it in 22 quarters. The position peaked at $290K in Q3 2024. 1,225 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

  • Silver Lake Advisory reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
  • Silver Lake Advisory sold 5,680 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $290K.
  • Silver Lake Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2018 and held it in 22 quarters.
  • Silver Lake Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $290K in Q3 2024.
  • 1,225 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Silver Lake Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.