Advisor Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Advisor Group’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
2019 Q4	$9.73M	Buy	181,758 +13,895	+8%	+$744K	0.07%	244
2019 Q3	$9M	Buy	167,863 +25,082	+18%	+$1.34M	0.07%	247
2019 Q2	$7.58M	Buy	142,781 +15,362	+12%	+$807K	0.06%	285
2019 Q1	$6.65M	Buy	127,419 +12,215	+11%	+$628K	0.05%	304
2018 Q4	$5.88M	Buy	115,204 +16,271	+16%	+$820K	0.06%	283
2018 Q3	$5M	Buy	98,933 +9,158	+10%	+$466K	0.05%	323
2018 Q2	$4.58M	Buy	89,775 +3,422	+4%	+$174K	0.06%	271
2018 Q1	$4.39M	Buy	86,353 +32,927	+62%	+$1.68M	0.06%	282
2017 Q4	$2.76M	Buy	53,426 +34,504	+182%	+$1.78M	0.04%	438
2017 Q3	$978K	Buy	18,922 +3,091	+20%	+$160K	0.02%	805
2017 Q2	$813K	Buy	15,831 +2,532	+19%	+$129K	0.01%	863
2017 Q1	$673K	Buy	13,299 +8,535	+179%	+$430K	0.01%	905
2016 Q4	$240K	Buy	4,764 +1,260	+36%	+$64K	0.01%	1435
2016 Q3	$183K	Buy	3,504 +2,756	+368%	+$145K	﹤0.01%	1583
2016 Q2	$39K	Buy	+748	New	+$38.9K	﹤0.01%	2611

Other funds holding VTEB

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Advisor Group's VTEB Position: Q4 2019 in Review

Advisor Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8.3% in Q4 2019, buying an estimated $744K and bringing the position to 181,758 shares worth $9.73M. The position accounts for 0.07% of the portfolio, ranked #244.

Advisor Group first reported a position in VTEB in Q2 2016 and has held it in 15 quarters since. 389 funds tracked by Wall St. Rank hold VTEB as of Q4 2019.

Advisor Group held 181,758 shares of Vanguard Tax-Exempt Bond Index Fund worth $9.73M as of Q4 2019.
Advisor Group bought 13,895 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2019, an estimated $744K.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of Advisor Group's portfolio in Q4 2019, its #244 holding.
Advisor Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2016 and has held it in 15 quarters since.
389 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.