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von Borstel & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

von Borstel & Associates’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
Q4 		– Sell
-7,076
Closed -$356K – 159
2025
Q3 		$356K Buy
+7,076
New +$348K 0.05% 107

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

von Borstel & Associates's VTEB Position: Q4 2025 in Review

von Borstel & Associates sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 7,076 shares — an estimated $356K sold.

von Borstel & Associates first reported a position in VTEB in Q3 2025 and held it in 1 quarter. The position peaked at $356K in Q3 2025. 1,318 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

  • von Borstel & Associates reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 7,076 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $356K.
  • von Borstel & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's Vanguard Tax-Exempt Bond Index Fund position peaked at $356K in Q3 2025.
  • 1,318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.