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

Align 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	$25.1K	Buy	+521	New	+$25.5K	0.02%	100

Other funds holding VTEB

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $187B AUM 21.7% 1-Year Est. Return

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

RJA

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Align Wealth Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022: 521 shares worth $25.1K. The stake represents 0.02% of the portfolio and ranks #100 among its holdings.

858 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

Align Wealth Management held 521 shares of Vanguard Tax-Exempt Bond Index Fund worth $25.1K as of Q4 2022.
Vanguard Tax-Exempt Bond Index Fund was a new Align Wealth Management position in Q4 2022.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Align Wealth Management's portfolio in Q4 2022, its #100 holding.
858 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.