Von Berge Wealth Management Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Von Berge Wealth Management 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	-27,995	Closed	-$1.36M	–	57
2025 Q2	$1.36M	Buy	27,995 +66	+0.2%	+$3.22K	0.76%	27
2025 Q1	$1.36M	Buy	27,929 +74	+0.3%	+$3.7K	0.88%	24
2024 Q4	$1.4M	Sell	27,855 -4,648	-14%	-$235K	0.85%	26
2024 Q3	$1.62M	Buy	32,503 +738	+2%	+$37.4K	1%	23
2024 Q2	$1.59M	Sell	31,765 -874	-3%	-$43.7K	1.01%	23
2024 Q1	$1.65M	Buy	32,639 +7,679	+31%	+$389K	1.06%	23
2023 Q4	$1.27M	Sell	24,960 -1,843	-7%	-$90.4K	0.98%	25
2023 Q3	$1.29M	Sell	26,803 -7,313	-21%	-$362K	1.1%	22
2023 Q2	$1.71M	Sell	34,116 -298	-0.9%	-$15K	1.42%	20
2023 Q1	$1.74M	Sell	34,414 -288	-0.8%	-$14.5K	1.56%	20
2022 Q4	$1.76M	Buy	34,702 +158	+0.5%	+$7.72K	1.59%	20
2022 Q3	$1.68M	Buy	34,544 +28,811	+503%	+$1.44M	1.78%	20
2022 Q2	$289K	Buy	5,733 +510	+10%	+$25.6K	0.3%	42
2022 Q1	$265K	Buy	5,223 +1,456	+39%	+$77.5K	0.24%	47
2021 Q4	$201K	Buy	+3,767	New	+$206K	0.19%	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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Von Berge Wealth Management Group's VTEB Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 27,995 shares — an estimated $1.36M sold.

Von Berge Wealth Management Group first reported a position in VTEB in Q4 2021 and held it in 15 quarters. The position peaked at $1.76M in Q4 2022. 1,231 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 27,995 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $1.36M.
Von Berge Wealth Management Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 15 quarters.
Von Berge Wealth Management Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.76M in Q4 2022.
1,231 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.