Wealthstream Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wealthstream Advisors’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 Q2	–	Sell	-5,996	Closed	-$298K	–	193
2025 Q1	$298K	Hold	5,996	–	–	0.06%	114
2024 Q4	$301K	Buy	5,996 +479	+9%	+$24.2K	0.06%	114
2024 Q3	$282K	Hold	5,517	–	–	0.05%	114
2024 Q2	$276K	Buy	5,517 +356	+7%	+$17.8K	0.1%	101
2024 Q1	$261K	Buy	5,161 +440	+9%	+$22.3K	0.1%	106
2023 Q4	$241K	Buy	+4,721	New	+$231K	0.1%	123

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wealthstream Advisors's VTEB Position: Q2 2025 in Review

Wealthstream Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 5,996 shares — an estimated $298K sold.

Wealthstream Advisors first reported a position in VTEB in Q4 2023 and held it in 6 quarters. The position peaked at $301K in Q4 2024. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

Wealthstream Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
Wealthstream Advisors sold 5,996 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $298K.
Wealthstream Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 6 quarters.
Wealthstream Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $301K in Q4 2024.
1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Wealthstream Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.