3Chopt Investment Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

3Chopt Investment Partners’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
2023 Q3	–	Sell	-88,156	Closed	-$4.43M	–	136
2023 Q2	$4.43M	Buy	88,156 +10,776	+14%	+$541K	2.22%	6
2023 Q1	$3.92M	Sell	77,380 -27,620	-26%	-$1.39M	2.09%	5
2022 Q4	$5.2M	Buy	+105,000	New	+$5.13M	2.84%	4

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

3Chopt Investment Partners's VTEB Position: Q3 2023 in Review

3Chopt Investment Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2023, closing a stake of 88,156 shares — an estimated $4.43M sold.

3Chopt Investment Partners first reported a position in VTEB in Q4 2022 and held it in 3 quarters. The position peaked at $5.2M in Q4 2022. 921 funds tracked by Wall St. Rank hold VTEB as of Q3 2023.

3Chopt Investment Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2023 after selling out during the quarter.
3Chopt Investment Partners sold 88,156 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2023, an estimated $4.43M.
3Chopt Investment Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 3 quarters.
3Chopt Investment Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.2M in Q4 2022.
921 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2023.

Based on 3Chopt Investment Partners's 13F filing for Q3 2023, filed 15 Nov 2023.