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

Westover Capital 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
-85,994
Closed -$4.27M – 244
2025
Q1 		$4.27M Sell
85,994
-1,735
-2% -$86.8K 0.95% 25
2024
Q4 		$4.4M Sell
87,729
-80,751
-48% -$4.08M 0.97% 23
2024
Q3 		$8.61M Buy
168,480
+94,488
+128% +$4.79M 1.66% 15
2024
Q2 		$3.71M Buy
73,992
+7,758
+12% +$388K 0.96% 24
2024
Q1 		$3.35M Buy
66,234
+14,076
+27% +$713K 0.98% 26
2023
Q4 		$2.66M Sell
52,158
-215
-0.4% -$10.5K 0.87% 32
2023
Q3 		$2.52M Buy
52,373
+1,051
+2% +$52.1K 0.91% 31
2023
Q2 		$2.58M Sell
51,322
-339
-0.7% -$17K 0.9% 31
2023
Q1 		$2.62M Buy
51,661
+3,459
+7% +$174K 0.97% 31
2022
Q4 		$2.39M Sell
48,202
-1,221
-2% -$59.7K 0.94% 31
2022
Q3 		$2.38M Buy
49,423
+3,870
+8% +$193K 0.91% 35
2022
Q2 		$2.27M Buy
+45,553
New +$2.28M 0.84% 33

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Westover Capital Advisors's VTEB Position: Q2 2025 in Review

Westover Capital Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 85,994 shares — an estimated $4.27M sold.

Westover Capital Advisors first reported a position in VTEB in Q2 2022 and held it in 12 quarters. The position peaked at $8.61M in Q3 2024. 1,208 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Westover Capital Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 85,994 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $4.27M.
  • Westover Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 12 quarters.
  • Westover Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $8.61M in Q3 2024.
  • 1,208 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Westover Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.