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Accretive Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Accretive Wealth 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
2021
Q4 		– Sell
-6,451
Closed -$353K – 113
2021
Q3 		$353K Buy
6,451
+2,725
+73% +$151K 0.25% 95
2021
Q2 		$206K Buy
+3,726
New +$205K 0.15% 104

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accretive Wealth Partners's VTEB Position: Q4 2021 in Review

Accretive Wealth Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2021, closing a stake of 6,451 shares — an estimated $353K sold.

Accretive Wealth Partners first reported a position in VTEB in Q2 2021 and held it in 2 quarters. The position peaked at $353K in Q3 2021. 723 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

  • Accretive Wealth Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2021 after selling out during the quarter.
  • Accretive Wealth Partners sold 6,451 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $353K.
  • Accretive Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 2 quarters.
  • Accretive Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $353K in Q3 2021.
  • 723 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on Accretive Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.