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Steve Schonfeld’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Steve Schonfeld’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
-58,441
Closed -$2.93M – 2514
2024
Q4 		$2.93M Sell
58,441
-178,190
-75% -$9.01M 0.02% 685
2024
Q3 		$12.1M Buy
+236,631
New +$12M 0.08% 246
2024
Q1 		– Sell
-38,540
Closed -$1.97M – 2443
2023
Q4 		$1.97M Buy
+38,540
New +$1.89M 0.01% 805
2023
Q2 		– Sell
-31,329
Closed -$1.59M – 2529
2023
Q1 		$1.59M Buy
+31,329
New +$1.57M 0.02% 768

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Steve Schonfeld's VTEB Position: Q1 2025 in Review

Steve Schonfeld sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 58,441 shares — an estimated $2.93M sold.

Steve Schonfeld first reported a position in VTEB in Q1 2023 and held it in 4 quarters. The position peaked at $12.1M in Q3 2024. 1,218 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

  • Steve Schonfeld reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
  • Steve Schonfeld sold 58,441 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $2.93M.
  • Steve Schonfeld first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and held it in 4 quarters.
  • Steve Schonfeld's Vanguard Tax-Exempt Bond Index Fund position peaked at $12.1M in Q3 2024.
  • 1,218 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2025, filed 15 May 2025.