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All Terrain Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

All Terrain Financial Advisors’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
2020
Q2 		– Sell
-3,800
Closed -$201K – 173
2020
Q1 		$201K Sell
3,800
-1,900
-33% -$102K 0.08% 126
2019
Q4 		$305K Buy
+5,700
New +$305K 0.1% 115

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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

All Terrain Financial Advisors's VTEB Position: Q2 2020 in Review

All Terrain Financial Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2020, closing a stake of 3,800 shares — an estimated $201K sold.

All Terrain Financial Advisors first reported a position in VTEB in Q4 2019 and held it in 2 quarters. The position peaked at $305K in Q4 2019. 431 funds tracked by Wall St. Rank hold VTEB as of Q2 2020.

  • All Terrain Financial Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2020 after selling out during the quarter.
  • All Terrain Financial Advisors sold 3,800 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2020, an estimated $201K.
  • All Terrain Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and held it in 2 quarters.
  • All Terrain Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $305K in Q4 2019.
  • 431 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2020.

Based on All Terrain Financial Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.