Spectrum Wealth Counsel’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Spectrum Wealth Counsel’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	$158K	Hold	3,179	–	–	0.02%	127
2024 Q4	$159K	Hold	3,179	–	–	0.02%	125
2024 Q3	$163K	Hold	3,179	–	–	0.02%	120
2024 Q2	$159K	Hold	3,179	–	–	0.02%	131
2024 Q1	$161K	Hold	3,179	–	–	0.02%	139
2023 Q4	$162K	Buy	+3,179	New	+$156K	0.02%	138

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

Spectrum Wealth Counsel's VTEB Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2025 at 3,179 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #127.

Spectrum Wealth Counsel first reported a position in VTEB in Q4 2023 and has held it in 6 quarters since. The position peaked at $163K in Q3 2024. 1,216 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

Spectrum Wealth Counsel held 3,179 shares of Vanguard Tax-Exempt Bond Index Fund worth $158K as of Q1 2025.
Spectrum Wealth Counsel left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2025.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #127 holding.
Spectrum Wealth Counsel first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's Vanguard Tax-Exempt Bond Index Fund position peaked at $163K in Q3 2024.
1,216 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.