BerganKDV Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

BerganKDV Wealth Management’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
2020 Q1	–	Sell	-827	Closed	-$44K	–	1008
2019 Q4	$44K	Buy	+827	New	+$44.3K	0.01%	358
2018 Q4	–	Sell	-506	Closed	-$26K	–	718
2018 Q3	$26K	Buy	506 +2	+0.4%	+$102	0.01%	394
2018 Q2	$26K	Buy	+504	New	+$25.6K	0.01%	394

Other funds holding VTEB

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

RJA

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

CSIA

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BerganKDV Wealth Management's VTEB Position: Q1 2020 in Review

BerganKDV Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2020, closing a stake of 827 shares — an estimated $44K sold.

BerganKDV Wealth Management first reported a position in VTEB in Q2 2018 and held it in 3 quarters. The position peaked at $44K in Q4 2019. 411 funds tracked by Wall St. Rank hold VTEB as of Q1 2020.

BerganKDV Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 827 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2020, an estimated $44K.
BerganKDV Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2018 and held it in 3 quarters.
BerganKDV Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $44K in Q4 2019.
411 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2020.

Based on BerganKDV Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.