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Waterloo Capital’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Waterloo Capital’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
-4,198
Closed -$210K – 422
2024
Q4 		$210K Buy
+4,198
New +$212K 0.02% 346

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Waterloo Capital's VTEB Position: Q1 2025 in Review

Waterloo Capital sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 4,198 shares — an estimated $210K sold.

Waterloo Capital first reported a position in VTEB in Q4 2024 and held it in 1 quarter. The position peaked at $210K in Q4 2024. 1,216 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

  • Waterloo Capital reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
  • Waterloo Capital sold 4,198 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $210K.
  • Waterloo Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and held it in 1 quarter.
  • Waterloo Capital's Vanguard Tax-Exempt Bond Index Fund position peaked at $210K in Q4 2024.
  • 1,216 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Waterloo Capital's 13F filing for Q1 2025, filed 12 May 2025.