Wealth Dimensions Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wealth Dimensions 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 Q4	–	Sell	-5,865	Closed	-$294K	–	184
2025 Q3	$294K	Sell	5,865 -337	-5%	-$16.6K	0.06%	132
2025 Q2	$304K	Buy	6,202 +1,123	+22%	+$54.9K	0.07%	129
2025 Q1	$252K	Buy	5,079 +516	+11%	+$25.8K	0.06%	140
2024 Q4	$229K	Buy	4,563 +512	+13%	+$25.9K	0.06%	139
2024 Q3	$207K	Buy	4,051 +13	+0.3%	+$659	0.05%	145
2024 Q2	$202K	Buy	+4,038	New	+$202K	0.06%	138

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wealth Dimensions Group's VTEB Position: Q4 2025 in Review

Wealth Dimensions Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 5,865 shares — an estimated $294K sold.

Wealth Dimensions Group first reported a position in VTEB in Q2 2024 and held it in 6 quarters. The position peaked at $304K in Q2 2025. 1,318 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Wealth Dimensions Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Wealth Dimensions Group sold 5,865 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $294K.
Wealth Dimensions Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and held it in 6 quarters.
Wealth Dimensions Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $304K in Q2 2025.
1,318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Wealth Dimensions Group's 13F filing for Q4 2025, filed 13 Feb 2026.