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

Wambolt & 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 Q1	–	Sell	-7,100	Closed	-$356K	–	184
2024 Q4	$356K	Hold	7,100	–	–	0.11%	138
2024 Q3	$363K	Hold	7,100	–	–	0.1%	143
2024 Q2	$355K	Sell	7,100 -2,100	-23%	-$105K	0.1%	151
2024 Q1	$463K	Buy	9,200 +576	+7%	+$29.2K	0.14%	145
2023 Q4	$440K	Sell	8,624 -912	-10%	-$44.7K	0.14%	172
2023 Q3	$455K	Buy	+9,536	New	+$472K	0.17%	170
2023 Q2	–	Sell	-9,980	Closed	-$505K	–	269
2023 Q1	$505K	Buy	+9,980	New	+$501K	0.18%	160

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

Wambolt & Associates's VTEB Position: Q1 2025 in Review

Wambolt & Associates sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 7,100 shares — an estimated $356K sold.

Wambolt & Associates first reported a position in VTEB in Q1 2023 and held it in 7 quarters. The position peaked at $505K in Q1 2023. 1,217 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

Wambolt & Associates reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
Wambolt & Associates sold 7,100 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $356K.
Wambolt & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and held it in 7 quarters.
Wambolt & Associates's Vanguard Tax-Exempt Bond Index Fund position peaked at $505K in Q1 2023.
1,217 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Wambolt & Associates's 13F filing for Q1 2025, filed 12 May 2025.