Acorn Financial Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Acorn Financial Advisory Services’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 Q3	–	Sell	-8,960	Closed	-$495K	–	244
2021 Q2	$495K	Buy	8,960 +173	+2%	+$9.53K	0.15%	148
2021 Q1	$481K	Buy	8,787 +1,311	+18%	+$72K	0.18%	127
2020 Q4	$413K	Hold	7,476	–	–	0.16%	142
2020 Q3	$407K	Buy	+7,476	New	+$408K	0.21%	122

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Acorn Financial Advisory Services's VTEB Position: Q3 2021 in Review

Acorn Financial Advisory Services sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2021, closing a stake of 8,960 shares — an estimated $495K sold.

Acorn Financial Advisory Services first reported a position in VTEB in Q3 2020 and held it in 4 quarters. The position peaked at $495K in Q2 2021. 640 funds tracked by Wall St. Rank hold VTEB as of Q3 2021.

Acorn Financial Advisory Services reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2021 after selling out during the quarter.
Acorn Financial Advisory Services sold 8,960 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2021, an estimated $495K.
Acorn Financial Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and held it in 4 quarters.
Acorn Financial Advisory Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $495K in Q2 2021.
640 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2021.

Based on Acorn Financial Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.