Ameritas Investment Company’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Ameritas Investment Company’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 Q3	$2.02M	Buy	36,792 +7,575	+26%	+$419K	0.09%	171
2021 Q2	$1.8M	Buy	29,217 +19,838	+212%	+$1.09M	0.09%	191
2021 Q1	$512K	Sell	9,379 -19,678	-68%	-$1.08M	0.04%	349
2020 Q4	$1.6M	Buy	29,057 +3,683	+15%	+$201K	0.31%	72
2020 Q3	$1.37M	Hold	25,374	–	–	0.43%	60
2020 Q2	$1.37M	Buy	25,374 +548	+2%	+$29.2K	0.4%	63
2020 Q1	$1.31M	Buy	24,826 +4,501	+22%	+$241K	0.21%	78
2019 Q4	$1.09M	Buy	20,325 +11,358	+127%	+$608K	0.23%	90
2019 Q3	$481K	Buy	+8,967	New	+$480K	0.1%	189
2019 Q2	–	Sell	-1,934	Closed	-$101K	–	865
2019 Q1	$101K	Buy	+1,934	New	+$99.4K	0.02%	362

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameritas Investment Company's VTEB Position: Q3 2021 in Review

Ameritas Investment Company increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 26% in Q3 2021, buying an estimated $419K and bringing the position to 36,792 shares worth $2.02M. The position accounts for 0.09% of the portfolio, ranked #171.

Ameritas Investment Company first reported a position in VTEB in Q1 2019 and has held it in 10 quarters since. 639 funds tracked by Wall St. Rank hold VTEB as of Q3 2021.

Ameritas Investment Company held 36,792 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.02M as of Q3 2021.
Ameritas Investment Company bought 7,575 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2021, an estimated $419K.
Vanguard Tax-Exempt Bond Index Fund made up 0.09% of Ameritas Investment Company's portfolio in Q3 2021, its #171 holding.
Ameritas Investment Company first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2019 and has held it in 10 quarters since.
639 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.