Vickerman Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Vickerman Investment Advisors’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 Q2	–	Sell	-4,455	Closed	-$221K	–	84
2025 Q1	$221K	Buy	+4,455	New	+$223K	0.05%	79
2022 Q4	–	Sell	-10,272	Closed	-$494K	–	76
2022 Q3	$494K	Hold	10,272	–	–	0.24%	58
2022 Q2	$513K	Hold	10,272	–	–	0.24%	61
2022 Q1	$510K	Sell	10,272 -878	-8%	-$46.7K	0.23%	63
2021 Q4	$612K	Hold	11,150	–	–	0.25%	60
2021 Q3	$611K	Buy	+11,150	New	+$617K	0.24%	61

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

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

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

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

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

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

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Vickerman Investment Advisors's VTEB Position: Q2 2025 in Review

Vickerman Investment Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 4,455 shares — an estimated $221K sold.

Vickerman Investment Advisors first reported a position in VTEB in Q3 2021 and held it in 6 quarters. The position peaked at $612K in Q4 2021. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

Vickerman Investment Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
Vickerman Investment Advisors sold 4,455 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $221K.
Vickerman Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and held it in 6 quarters.
Vickerman Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $612K in Q4 2021.
1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Vickerman Investment Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.