SJS Investment Consulting’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

SJS Investment Consulting’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	-38,706	Closed	-$1.94M	–	1677
2024 Q4	$1.94M	Sell	38,706 -932	-2%	-$47.1K	0.34%	28
2024 Q3	$2.03M	Buy	39,638 +5,984	+18%	+$303K	0.36%	24
2024 Q2	$1.69M	Buy	33,654 +710	+2%	+$35.5K	0.33%	27
2024 Q1	$1.67M	Buy	32,944 +7,340	+29%	+$372K	0.33%	28
2023 Q4	$1.31M	Buy	25,604 +6,767	+36%	+$332K	0.3%	29
2023 Q3	$906K	Hold	18,837	–	–	0.23%	31
2023 Q2	$946K	Buy	18,837 +18,100	+2,456%	+$909K	0.24%	31
2023 Q1	$37.3K	Hold	737	–	–	0.01%	168
2022 Q4	$36.5K	Hold	737	–	–	0.01%	175
2022 Q3	$35K	Buy	+737	New	+$36.8K	0.01%	185
2022 Q1	$46K	Sell	885 -1,629	-65%	-$86.7K	0.01%	190
2021 Q4	$138K	Buy	+2,514	New	+$138K	0.04%	113

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

SJS Investment Consulting's VTEB Position: Q1 2025 in Review

SJS Investment Consulting sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 38,706 shares — an estimated $1.94M sold.

SJS Investment Consulting first reported a position in VTEB in Q4 2021 and held it in 12 quarters. The position peaked at $2.03M in Q3 2024. 1,217 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

SJS Investment Consulting reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
SJS Investment Consulting sold 38,706 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $1.94M.
SJS Investment Consulting first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 12 quarters.
SJS Investment Consulting's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.03M in Q3 2024.
1,217 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on SJS Investment Consulting's 13F filing for Q1 2025, filed 15 Apr 2025.