Werba Rubin Papier Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Werba Rubin Papier Wealth Management’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	-4,539	Closed	-$228K	–	208
2024 Q4	$228K	Buy	4,539 +12	+0.3%	+$607	0.05%	163
2024 Q3	$231K	Sell	4,527 -462	-9%	-$23.4K	0.05%	158
2024 Q2	$250K	Sell	4,989 -178	-3%	-$8.91K	0.07%	133
2024 Q1	$261K	Buy	+5,167	New	+$262K	0.08%	117

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

Werba Rubin Papier Wealth Management's VTEB Position: Q1 2025 in Review

Werba Rubin Papier Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2025, closing a stake of 4,539 shares — an estimated $228K sold.

Werba Rubin Papier Wealth Management first reported a position in VTEB in Q1 2024 and held it in 4 quarters. The position peaked at $261K in Q1 2024. 1,216 funds tracked by Wall St. Rank hold VTEB as of Q1 2025.

Werba Rubin Papier Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2025 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 4,539 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2025, an estimated $228K.
Werba Rubin Papier Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and held it in 4 quarters.
Werba Rubin Papier Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $261K in Q1 2024.
1,216 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2025.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.