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B&D White Capital Company’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

B&D White Capital 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
Q2 		– Sell
-59,755
Closed -$3.25M – 56
2021
Q1 		$3.25M Hold
59,755
– – 1.73% 16
2020
Q4 		$3.3M Buy
+59,755
New +$3.26M 1.88% 16

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CSIA
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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 $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B&D White Capital Company's VTEB Position: Q2 2021 in Review

B&D White Capital Company sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2021, closing a stake of 59,755 shares — an estimated $3.25M sold.

B&D White Capital Company first reported a position in VTEB in Q4 2020 and held it in 2 quarters. The position peaked at $3.3M in Q4 2020. 617 funds tracked by Wall St. Rank hold VTEB as of Q2 2021.

  • B&D White Capital Company reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2021 after selling out during the quarter.
  • B&D White Capital Company sold 59,755 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2021, an estimated $3.25M.
  • B&D White Capital Company first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 2 quarters.
  • B&D White Capital Company's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.3M in Q4 2020.
  • 617 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2021.

Based on B&D White Capital Company's 13F filing for Q2 2021, filed 5 Aug 2021.