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BBR Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

BBR Partners’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
-48,143
Closed -$2.48M – 263
2022
Q1 		$2.48M Buy
+48,143
New +$2.56M 0.23% 54
2020
Q4 		– Sell
-6,300
Closed -$343K – 201
2020
Q3 		$343K Sell
6,300
-4,775
-43% -$261K 0.03% 137
2020
Q2 		$600K Sell
11,075
-960
-8% -$51.1K 0.08% 95
2020
Q1 		$637K Buy
+12,035
New +$644K 0.09% 78

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

BBR Partners's VTEB Position: Q2 2022 in Review

BBR Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2022, closing a stake of 48,143 shares — an estimated $2.48M sold.

BBR Partners first reported a position in VTEB in Q1 2020 and held it in 4 quarters. The position peaked at $2.48M in Q1 2022. 769 funds tracked by Wall St. Rank hold VTEB as of Q2 2022.

  • BBR Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2022 after selling out during the quarter.
  • BBR Partners sold 48,143 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2022, an estimated $2.48M.
  • BBR Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and held it in 4 quarters.
  • BBR Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.48M in Q1 2022.
  • 769 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2022.

Based on BBR Partners's 13F filing for Q2 2022, filed 12 Aug 2022.