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Studio Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Studio Investment Management’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 		– Sell
-9,270
Closed -$455K – 181
2025
Q2 		$455K Sell
9,270
-6,490
-41% -$317K 0.09% 124
2025
Q1 		$782K Sell
15,760
-53,842
-77% -$2.69M 0.16% 84
2024
Q4 		$3.49M Sell
69,602
-13,118
-16% -$663K 0.74% 39
2024
Q3 		$4.23M Sell
82,720
-1,365
-2% -$69.2K 0.89% 36
2024
Q2 		$4.21M Sell
84,085
-642
-0.8% -$32.1K 0.96% 31
2024
Q1 		$4.29M Sell
84,727
-9,433
-10% -$478K 1.02% 29
2023
Q4 		$4.81M Sell
94,160
-3,525
-4% -$173K 1.23% 21
2023
Q3 		$4.7M Sell
97,685
-24,705
-20% -$1.22M 1.31% 21
2023
Q2 		$6.15M Sell
122,390
-1,355
-1% -$68.1K 1.72% 15
2023
Q1 		$6.27M Buy
123,745
+59,935
+94% +$3.01M 1.89% 15
2022
Q4 		$3.16M Buy
63,810
+32,670
+105% +$1.6M 1.02% 29
2022
Q3 		$1.5M Buy
31,140
+155
+0.5% +$7.75K 0.54% 56
2022
Q2 		$1.55M Buy
30,985
+480
+2% +$24.1K 0.54% 56
2022
Q1 		$1.57M Sell
30,505
-430
-1% -$22.9K 0.52% 60
2021
Q4 		$1.7M Buy
+30,935
New +$1.7M 0.61% 58

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Studio Investment Management's VTEB Position: Q3 2025 in Review

Studio Investment Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 9,270 shares — an estimated $455K sold.

Studio Investment Management first reported a position in VTEB in Q4 2021 and held it in 15 quarters. The position peaked at $6.27M in Q1 2023. 1,234 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • Studio Investment Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
  • Studio Investment Management sold 9,270 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $455K.
  • Studio Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 15 quarters.
  • Studio Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $6.27M in Q1 2023.
  • 1,234 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Studio Investment Management's 13F filing for Q3 2025, filed 7 Nov 2025.