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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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return