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Berman Capital Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Berman Capital 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
2021
Q3 		$681K Buy
12,447
+49
+0.4% +$2.71K 0.11% 103
2021
Q2 		$685K Buy
12,398
+51
+0.4% +$2.81K 0.11% 93
2021
Q1 		$674K Buy
12,347
+8,651
+234% +$475K 0.14% 76
2020
Q4 		$203K Buy
3,696
+1,861
+101% +$102K 0.05% 165
2020
Q3 		$99K Buy
+1,835
New +$100K 0.03% 230

Other funds holding VTEB

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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Berman Capital Advisors's VTEB Position: Q3 2021 in Review

Berman Capital Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.4% in Q3 2021, buying an estimated $2.71K and bringing the position to 12,447 shares worth $681K. The position accounts for 0.11% of the portfolio, ranked #103.

Berman Capital Advisors first reported a position in VTEB in Q3 2020 and has held it in 5 quarters since. The position peaked at $685K in Q2 2021. 639 funds tracked by Wall St. Rank hold VTEB as of Q3 2021.

  • Berman Capital Advisors held 12,447 shares of Vanguard Tax-Exempt Bond Index Fund worth $681K as of Q3 2021.
  • Berman Capital Advisors bought 49 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2021, an estimated $2.71K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Berman Capital Advisors's portfolio in Q3 2021, its #103 holding.
  • Berman Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 5 quarters since.
  • Berman Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $685K in Q2 2021.
  • 639 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.