Atlas Capital Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Atlas Capital 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
2024 Q3	–	Sell	-348	Closed	-$17.4K	–	963
2024 Q2	$17.4K	Hold	348	–	–	﹤0.01%	698
2024 Q1	$17.6K	Sell	348 -161	-32%	-$8.16K	﹤0.01%	677
2023 Q4	$26K	Hold	509	–	–	﹤0.01%	664
2023 Q3	$24.5K	Buy	+509	New	+$25.2K	﹤0.01%	619
2021 Q4	–	Sell	-264	Closed	-$14.5K	–	963
2021 Q3	$14.5K	Buy	+264	New	+$14.6K	﹤0.01%	675
2019 Q2	–	Sell	-547	Closed	-$28.5K	–	682
2019 Q1	$28.5K	Buy	+547	New	+$28.1K	0.01%	458
2018 Q2	–	Sell	-3,267	Closed	-$166K	–	568
2018 Q1	$166K	Buy	+3,267	New	+$166K	0.05%	296

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Capital Advisors's VTEB Position: Q3 2024 in Review

Atlas Capital Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2024, closing a stake of 348 shares — an estimated $17.4K sold.

Atlas Capital Advisors first reported a position in VTEB in Q1 2018 and held it in 7 quarters. The position peaked at $166K in Q1 2018. 1,104 funds tracked by Wall St. Rank hold VTEB as of Q3 2024.

Atlas Capital Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2024 after selling out during the quarter.
Atlas Capital Advisors sold 348 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2024, an estimated $17.4K.
Atlas Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2018 and held it in 7 quarters.
Atlas Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $166K in Q1 2018.
1,104 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2024.

Based on Atlas Capital Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.