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Aries Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Aries Wealth 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
2023
Q2 		– Sell
-4,298
Closed -$218K – 207
2023
Q1 		$218K Sell
4,298
-730
-15% -$36.6K 0.09% 176
2022
Q4 		$249K Buy
+5,028
New +$246K 0.11% 164

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Aries Wealth Management's VTEB Position: Q2 2023 in Review

Aries Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2023, closing a stake of 4,298 shares — an estimated $218K sold.

Aries Wealth Management first reported a position in VTEB in Q4 2022 and held it in 2 quarters. The position peaked at $249K in Q4 2022. 893 funds tracked by Wall St. Rank hold VTEB as of Q2 2023.

  • Aries Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2023 after selling out during the quarter.
  • Aries Wealth Management sold 4,298 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2023, an estimated $218K.
  • Aries Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 2 quarters.
  • Aries Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $249K in Q4 2022.
  • 893 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2023.

Based on Aries Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.