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Willow Creek Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Willow Creek 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
Q3 		$34M Buy
679,977
+4,713
+0.7% +$232K 2.8% 10
2025
Q2 		$33.1M Sell
675,264
-99,877
-13% -$4.88M 2.98% 10
2025
Q1 		$38.5M Buy
775,141
+21,154
+3% +$1.06M 3.75% 6
2024
Q4 		$37.8M Buy
753,987
+92,160
+14% +$4.66M 3.85% 6
2024
Q3 		$33.8M Buy
661,827
+616
+0.1% +$31.2K 3.56% 8
2024
Q2 		$33.1M Buy
661,211
+14,201
+2% +$711K 3.77% 7
2024
Q1 		$32.7M Buy
647,010
+6,851
+1% +$347K 3.83% 7
2023
Q4 		$32.7M Sell
640,159
-191,832
-23% -$9.41M 4.1% 6
2023
Q3 		$40M Sell
831,991
-39,497
-5% -$1.96M 5.96% 4
2023
Q2 		$43.8M Sell
871,488
-12,113
-1% -$609K 6.2% 4
2023
Q1 		$44.8M Buy
883,601
+1,898
+0.2% +$95.3K 6.9% 4
2022
Q4 		$43.6M Buy
881,703
+443,509
+101% +$21.7M 7.24% 4
2022
Q3 		$21.1M Buy
438,194
+181,705
+71% +$9.08M 4.09% 6
2022
Q2 		$12.8M Buy
256,489
+197,311
+333% +$9.89M 2.38% 11
2022
Q1 		$3.05M Buy
59,178
+52,139
+741% +$2.78M 0.61% 22
2021
Q4 		$387K Buy
7,039
+439
+7% +$24.1K 0.08% 74
2021
Q3 		$361K Buy
6,600
+459
+7% +$25.4K 0.08% 76
2021
Q2 		$340K Buy
6,141
+333
+6% +$18.3K 0.08% 77
2021
Q1 		$317K Buy
5,808
+308
+6% +$16.9K 0.12% 65
2020
Q4 		$304K Buy
+5,500
New +$300K 0.11% 65

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
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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Willow Creek Wealth Management's VTEB Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.7% in Q3 2025, buying an estimated $232K and bringing the position to 679,977 shares worth $34M. The position accounts for 2.8% of the portfolio, ranked #10.

Willow Creek Wealth Management first reported a position in VTEB in Q4 2020 and has held it in 20 quarters since. The position peaked at $44.8M in Q1 2023. 1,231 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • Willow Creek Wealth Management held 679,977 shares of Vanguard Tax-Exempt Bond Index Fund worth $34M as of Q3 2025.
  • Willow Creek Wealth Management bought 4,713 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $232K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.8% of Willow Creek Wealth Management's portfolio in Q3 2025, its #10 holding.
  • Willow Creek Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 20 quarters since.
  • Willow Creek Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $44.8M in Q1 2023.
  • 1,231 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.