Bigelow Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bigelow Investment 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
2022 Q4	–	Sell	-4,420	Closed	-$213K	–	151
2022 Q3	$213K	Hold	4,420	–	–	0.13%	135
2022 Q2	$221K	Sell	4,420 -290	-6%	-$14.5K	0.12%	133
2022 Q1	$243K	Sell	4,710 -290	-6%	-$15.4K	0.11%	135
2021 Q4	$275K	Hold	5,000	–	–	0.13%	126
2021 Q3	$274K	Hold	5,000	–	–	0.14%	124
2021 Q2	$277K	Hold	5,000	–	–	0.13%	122
2021 Q1	$273K	Hold	5,000	–	–	0.14%	124
2020 Q4	$276K	Buy	5,000 +290	+6%	+$15.8K	0.15%	125
2020 Q3	$256K	Buy	+4,710	New	+$257K	0.15%	126

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bigelow Investment Advisors's VTEB Position: Q4 2022 in Review

Bigelow Investment Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022, closing a stake of 4,420 shares — an estimated $213K sold.

Bigelow Investment Advisors first reported a position in VTEB in Q3 2020 and held it in 9 quarters. The position peaked at $277K in Q2 2021. 856 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

Bigelow Investment Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2022 after selling out during the quarter.
Bigelow Investment Advisors sold 4,420 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $213K.
Bigelow Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and held it in 9 quarters.
Bigelow Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $277K in Q2 2021.
856 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Bigelow Investment Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.