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Allred Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Allred Capital 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
2020
Q1 		– Sell
-2,559
Closed -$137K – 708
2019
Q4 		$137K Buy
+2,559
New +$137K 0.07% 178
2019
Q1 		– Sell
-5,413
Closed -$276K – 198
2018
Q4 		$276K Buy
+5,413
New +$273K 0.18% 129

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allred Capital Management's VTEB Position: Q1 2020 in Review

Allred Capital Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2020, closing a stake of 2,559 shares — an estimated $137K sold.

Allred Capital Management first reported a position in VTEB in Q4 2018 and held it in 2 quarters. The position peaked at $276K in Q4 2018. 411 funds tracked by Wall St. Rank hold VTEB as of Q1 2020.

  • Allred Capital Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2020 after selling out during the quarter.
  • Allred Capital Management sold 2,559 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2020, an estimated $137K.
  • Allred Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 2 quarters.
  • Allred Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $276K in Q4 2018.
  • 411 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2020.

Based on Allred Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.