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WR Wealth Planners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

WR Wealth Planners’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
2024
Q4 		$32.2K Hold
642
– – 0.01% 376
2024
Q3 		$32.8K Buy
+642
New +$32.5K 0.01% 402

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WR Wealth Planners's VTEB Position: Q4 2024 in Review

WR Wealth Planners held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q4 2024 at 642 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #376.

WR Wealth Planners first reported a position in VTEB in Q3 2024 and has held it in 2 quarters since. The position peaked at $32.8K in Q3 2024. 1,222 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

  • WR Wealth Planners held 642 shares of Vanguard Tax-Exempt Bond Index Fund worth $32.2K as of Q4 2024.
  • WR Wealth Planners left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q4 2024.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #376 holding.
  • WR Wealth Planners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Vanguard Tax-Exempt Bond Index Fund position peaked at $32.8K in Q3 2024.
  • 1,222 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.