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Benedetti & Gucer’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Benedetti & Gucer’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
Q4 		– Sell
-4,443
Closed -$214K – 103
2022
Q3 		$214K Sell
4,443
-17,765
-80% -$888K 0.17% 81
2022
Q2 		$1.11M Buy
+22,208
New +$1.11M 0.75% 29

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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

Benedetti & Gucer's VTEB Position: Q4 2022 in Review

Benedetti & Gucer sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022, closing a stake of 4,443 shares — an estimated $214K sold.

Benedetti & Gucer first reported a position in VTEB in Q2 2022 and held it in 2 quarters. The position peaked at $1.11M in Q2 2022. 856 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

  • Benedetti & Gucer reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2022 after selling out during the quarter.
  • Benedetti & Gucer sold 4,443 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $214K.
  • Benedetti & Gucer first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 2 quarters.
  • Benedetti & Gucer's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.11M in Q2 2022.
  • 856 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Benedetti & Gucer's 13F filing for Q4 2022, filed 23 Jan 2023.