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Beacon Financial Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Beacon Financial Advisory’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
Q3 		– Sell
-5,060
Closed -$253K – 223
2022
Q2 		$253K Sell
5,060
-4,636
-48% -$232K 0.14% 182
2022
Q1 		$500K Buy
+9,696
New +$516K 0.24% 129

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Beacon Financial Advisory's VTEB Position: Q3 2022 in Review

Beacon Financial Advisory sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2022, closing a stake of 5,060 shares — an estimated $253K sold.

Beacon Financial Advisory first reported a position in VTEB in Q1 2022 and held it in 2 quarters. The position peaked at $500K in Q1 2022. 758 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

  • Beacon Financial Advisory reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2022 after selling out during the quarter.
  • Beacon Financial Advisory sold 5,060 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $253K.
  • Beacon Financial Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and held it in 2 quarters.
  • Beacon Financial Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $500K in Q1 2022.
  • 758 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on Beacon Financial Advisory's 13F filing for Q3 2022, filed 21 Oct 2022.