BRWM
VTEB icon

B. Riley Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

B. Riley 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
2022
Q2 		$221 Buy
4,422
+162
+4% +$8.12K ﹤0.01% 629
2022
Q1 		$220K Buy
4,260
+3
+0.1% +$160 0.02% 535
2021
Q4 		$234K Buy
4,257
+5
+0.1% +$274 0.02% 539
2021
Q3 		$233K Buy
+4,252
New +$235K 0.02% 522

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

B. Riley Wealth Management's VTEB Position: Q2 2022 in Review

B. Riley Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.8% in Q2 2022, buying an estimated $8.12K and bringing the position to 4,422 shares worth $221. The position accounts for ﹤0.01% of the portfolio, ranked #629.

B. Riley Wealth Management first reported a position in VTEB in Q3 2021 and has held it in 4 quarters since. The position peaked at $234K in Q4 2021. 767 funds tracked by Wall St. Rank hold VTEB as of Q2 2022.

  • B. Riley Wealth Management held 4,422 shares of Vanguard Tax-Exempt Bond Index Fund worth $221 as of Q2 2022.
  • B. Riley Wealth Management bought 162 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2022, an estimated $8.12K.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #629 holding.
  • B. Riley Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 4 quarters since.
  • B. Riley Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $234K in Q4 2021.
  • 767 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.