Van Hulzen Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Van Hulzen Asset 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 Q1	–	Sell	-5	Closed	-$251	–	1106
2024 Q4	$251	Buy	+5	New	+$253	﹤0.01%	1122
2022 Q3	–	Sell	-5,269	Closed	-$263K	–	310
2022 Q2	$263K	Buy	+5,269	New	+$264K	0.03%	236

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

Van Hulzen Asset Management's VTEB Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 5 shares — an estimated $251 sold.

Van Hulzen Asset Management first reported a position in VTEB in Q2 2022 and held it in 2 quarters. The position peaked at $263K in Q2 2022. 1,216 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

Van Hulzen Asset Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 5 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $251.
Van Hulzen Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 2 quarters.
Van Hulzen Asset Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $263K in Q2 2022.
1,216 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.