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Aevitas Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Aevitas Wealth Management’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
2022
Q4 		$4.42M Buy
89,315
+64,731
+263% +$3.16M 2.62% 9
2022
Q3 		$1.18M Buy
24,584
+1,753
+8% +$87.6K 0.89% 36
2022
Q2 		$1.14M Buy
+22,831
New +$1.14M 0.77% 41

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Aevitas Wealth Management's VTEB Position: Q4 2022 in Review

Aevitas Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 263% in Q4 2022, buying an estimated $3.16M and bringing the position to 89,315 shares worth $4.42M. The position accounts for 2.62% of the portfolio, ranked #9.

Aevitas Wealth Management first reported a position in VTEB in Q2 2022 and has held it in 3 quarters since. 856 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

  • Aevitas Wealth Management held 89,315 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.42M as of Q4 2022.
  • Aevitas Wealth Management bought 64,731 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $3.16M.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.62% of Aevitas Wealth Management's portfolio in Q4 2022, its #9 holding.
  • Aevitas Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 3 quarters since.
  • 856 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.