AWA
VTEB icon

ARS Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

ARS Wealth Advisors’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
Q2 		$1.12M Buy
20,250
+16,250
+406% +$895K 0.2% 48
2021
Q1 		$219K Buy
+4,000
New +$220K 0.05% 118

Other funds holding VTEB

Wealthfront Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ARS Wealth Advisors's VTEB Position: Q2 2021 in Review

ARS Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 406% in Q2 2021, buying an estimated $895K and bringing the position to 20,250 shares worth $1.12M. The position accounts for 0.2% of the portfolio, ranked #48.

ARS Wealth Advisors first reported a position in VTEB in Q1 2021 and has held it in 2 quarters since. 618 funds tracked by Wall St. Rank hold VTEB as of Q2 2021.

  • ARS Wealth Advisors held 20,250 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.12M as of Q2 2021.
  • ARS Wealth Advisors bought 16,250 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2021, an estimated $895K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.2% of ARS Wealth Advisors's portfolio in Q2 2021, its #48 holding.
  • ARS Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and has held it in 2 quarters since.
  • 618 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.