Badgley Phelps Wealth Managers’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Badgley Phelps Wealth Managers’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	–	Sell	-6,092	Closed	-$314K	–	226
2022 Q1	$314K	Buy	6,092 +592	+11%	+$31.5K	0.01%	176
2021 Q4	$302K	Sell	5,500 -1,992	-27%	-$109K	0.01%	180
2021 Q3	$410K	Buy	+7,492	New	+$414K	0.01%	167

Other funds holding VTEB

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Badgley Phelps Wealth Managers's VTEB Position: Q2 2022 in Review

Badgley Phelps Wealth Managers sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2022, closing a stake of 6,092 shares — an estimated $314K sold.

Badgley Phelps Wealth Managers first reported a position in VTEB in Q3 2021 and held it in 3 quarters. The position peaked at $410K in Q3 2021. 767 funds tracked by Wall St. Rank hold VTEB as of Q2 2022.

Badgley Phelps Wealth Managers reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2022 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 6,092 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2022, an estimated $314K.
Badgley Phelps Wealth Managers first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and held it in 3 quarters.
Badgley Phelps Wealth Managers's Vanguard Tax-Exempt Bond Index Fund position peaked at $410K in Q3 2021.
767 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2022.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2022, filed 1 Aug 2022.