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

Biltmore 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 Q4	$15.9M	Buy	290,281 +6,209	+2%	+$340K	2.66%	8
2021 Q3	$15.6M	Buy	284,072 +9,040	+3%	+$500K	2.87%	8
2021 Q2	$15.2M	Buy	275,032 +37,037	+16%	+$2.04M	2.79%	8
2021 Q1	$13M	Sell	237,995 -4,833	-2%	-$266K	2.81%	7
2020 Q4	$13.4M	Buy	242,828 +47,247	+24%	+$2.58M	3.66%	6
2020 Q3	$10.6M	Buy	195,581 +93,886	+92%	+$5.12M	3.1%	6
2020 Q2	$5.51M	Buy	101,695 +70,938	+231%	+$3.78M	1.52%	21
2020 Q1	$1.63M	Buy	+30,757	New	+$1.65M	0.58%	25

Other funds holding VTEB

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Biltmore Capital Advisors's VTEB Position: Q4 2021 in Review

Biltmore Capital Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.2% in Q4 2021, buying an estimated $340K and bringing the position to 290,281 shares worth $15.9M. The position accounts for 2.66% of the portfolio, ranked #8.

Biltmore Capital Advisors first reported a position in VTEB in Q1 2020 and has held it in 8 quarters since. 723 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

Biltmore Capital Advisors held 290,281 shares of Vanguard Tax-Exempt Bond Index Fund worth $15.9M as of Q4 2021.
Biltmore Capital Advisors bought 6,209 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $340K.
Vanguard Tax-Exempt Bond Index Fund made up 2.66% of Biltmore Capital Advisors's portfolio in Q4 2021, its #8 holding.
Biltmore Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and has held it in 8 quarters since.
723 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.