BDO Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

BDO Wealth 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
2023 Q2	$789K	Buy	15,720 +120	+0.8%	+$6.03K	0.09%	148
2023 Q1	$790K	Hold	15,600	–	–	0.1%	140
2022 Q4	$772K	Sell	15,600 -15,200	-49%	-$743K	0.1%	141
2022 Q3	$1.48M	Sell	30,800 -4,058	-12%	-$203K	0.2%	101
2022 Q2	$1.74M	Hold	34,858	–	–	0.21%	89
2022 Q1	$1.8M	Sell	34,858 -950	-3%	-$50.6K	0.19%	94
2021 Q4	$1.97M	Sell	35,808 -1,000	-3%	-$54.8K	0.21%	86
2021 Q3	$2.02M	Sell	36,808 -9,122	-20%	-$504K	0.22%	78
2021 Q2	$2.54M	Buy	45,930 +151	+0.3%	+$8.32K	0.28%	67
2021 Q1	$2.5M	Sell	45,779 -3,060	-6%	-$168K	0.29%	62
2020 Q4	$2.69M	Sell	48,839 -83	-0.2%	-$4.53K	0.38%	47
2020 Q3	$2.66M	Sell	48,922 -589	-1%	-$32.1K	0.43%	41
2020 Q2	$2.68M	Sell	49,511 -11,219	-18%	-$598K	0.47%	43
2020 Q1	$3.21M	Buy	60,730 +3,740	+7%	+$200K	0.65%	31
2019 Q4	$3.05M	Buy	56,990 +3,190	+6%	+$171K	0.79%	27
2019 Q3	$2.88M	Hold	53,800	–	–	0.74%	30
2019 Q2	$2.85M	Buy	53,800 +7,500	+16%	+$394K	0.78%	29
2019 Q1	$2.42M	Sell	46,300 -8,864	-16%	-$456K	0.7%	33
2018 Q4	$2.82M	Buy	+55,164	New	+$2.78M	0.97%	24

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

BDO Wealth Advisors's VTEB Position: Q2 2023 in Review

BDO Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.77% in Q2 2023, buying an estimated $6.03K and bringing the position to 15,720 shares worth $789K. The position accounts for 0.09% of the portfolio, ranked #148.

BDO Wealth Advisors first reported a position in VTEB in Q4 2018 and has held it in 19 quarters since. The position peaked at $3.21M in Q1 2020. 893 funds tracked by Wall St. Rank hold VTEB as of Q2 2023.

BDO Wealth Advisors held 15,720 shares of Vanguard Tax-Exempt Bond Index Fund worth $789K as of Q2 2023.
BDO Wealth Advisors bought 120 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2023, an estimated $6.03K.
Vanguard Tax-Exempt Bond Index Fund made up 0.09% of BDO Wealth Advisors's portfolio in Q2 2023, its #148 holding.
BDO Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 19 quarters since.
BDO Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.21M in Q1 2020.
893 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.