Alpha Financial Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Alpha Financial Partners’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
2023 Q4	–	Sell	-58,810	Closed	-$2.83M	–	94
2023 Q3	$2.83M	Sell	58,810 -212	-0.4%	-$10.5K	3.28%	8
2023 Q2	$2.96M	Sell	59,022 -4,428	-7%	-$222K	3.16%	7
2023 Q1	$3.21M	Sell	63,450 -1,696	-3%	-$85.1K	3.61%	5
2022 Q4	$3.22M	Buy	+65,146	New	+$3.18M	3.91%	6

Other funds holding VTEB

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Alpha Financial Partners's VTEB Position: Q4 2023 in Review

Alpha Financial Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2023, closing a stake of 58,810 shares — an estimated $2.83M sold.

Alpha Financial Partners first reported a position in VTEB in Q4 2022 and held it in 4 quarters. The position peaked at $3.22M in Q4 2022. 1,068 funds tracked by Wall St. Rank hold VTEB as of Q4 2023.

Alpha Financial Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2023 after selling out during the quarter.
Alpha Financial Partners sold 58,810 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2023, an estimated $2.83M.
Alpha Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 4 quarters.
Alpha Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.22M in Q4 2022.
1,068 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2023.

Based on Alpha Financial Partners's 13F filing for Q4 2023, filed 29 Jan 2024.