American Family Insurance Mutual Holding’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

American Family Insurance Mutual Holding’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
2021 Q4	–	Sell	-200,000	Closed	-$11M	–	18
2021 Q3	$11M	Sell	200,000 -100,000	-33%	-$5.53M	0.38%	9
2021 Q2	$16.6M	Buy	+300,000	New	+$16.5M	0.78%	7

Other funds holding VTEB

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 $162B AUM 16.35% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

RJA

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Family Insurance Mutual Holding's VTEB Position: Q4 2021 in Review

American Family Insurance Mutual Holding sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2021, closing a stake of 200,000 shares — an estimated $11M sold.

American Family Insurance Mutual Holding first reported a position in VTEB in Q2 2021 and held it in 2 quarters. The position peaked at $16.6M in Q2 2021. 724 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

American Family Insurance Mutual Holding reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2021 after selling out during the quarter.
American Family Insurance Mutual Holding sold 200,000 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $11M.
American Family Insurance Mutual Holding first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 2 quarters.
American Family Insurance Mutual Holding's Vanguard Tax-Exempt Bond Index Fund position peaked at $16.6M in Q2 2021.
724 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on American Family Insurance Mutual Holding's 13F filing for Q4 2021, filed 3 Feb 2022.