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Vishria Bird Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Vishria Bird Financial Group’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
-135,312
Closed -$6.63M – 105
2025
Q2 		$6.63M Buy
135,312
+12,285
+10% +$600K 2.21% 19
2025
Q1 		$6.1M Sell
123,027
-607
-0.5% -$30.4K 2.07% 17
2024
Q4 		$6.2M Sell
123,634
-684
-0.6% -$34.6K 2.17% 16
2024
Q3 		$6.36M Sell
124,318
-307
-0.2% -$15.6K 2.41% 16
2024
Q2 		$6.25M Hold
124,625
– – 2.62% 15
2024
Q1 		$6.31M Sell
124,625
-3,169
-2% -$161K 2.7% 14
2023
Q4 		$6.52M Sell
127,794
-7,173
-5% -$352K 3.08% 13
2023
Q3 		$6.49M Sell
134,967
-2,184
-2% -$108K 3.68% 11
2023
Q2 		$6.89M Sell
137,151
-1,067
-0.8% -$53.6K 4.09% 9
2023
Q1 		$7M Sell
138,218
-2,096
-1% -$105K 4.48% 9
2022
Q4 		$6.94M Buy
+140,314
New +$6.86M 4.84% 9

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Vishria Bird Financial Group's VTEB Position: Q3 2025 in Review

Vishria Bird Financial Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 135,312 shares — an estimated $6.63M sold.

Vishria Bird Financial Group first reported a position in VTEB in Q4 2022 and held it in 11 quarters. The position peaked at $7M in Q1 2023. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • Vishria Bird Financial Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
  • Vishria Bird Financial Group sold 135,312 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $6.63M.
  • Vishria Bird Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 11 quarters.
  • Vishria Bird Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $7M in Q1 2023.
  • 1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.