Bingham Osborn & Scarborough’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Bingham Osborn & Scarborough’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	–	Sell	-16,604	Closed	-$909K	–	144
2021 Q3	$909K	Buy	16,604 +3,420	+26%	+$189K	0.06%	59
2021 Q2	$729K	Buy	13,184 +488	+4%	+$26.9K	0.05%	63
2021 Q1	$694K	Buy	12,696 +5,089	+67%	+$280K	0.05%	62
2020 Q4	$420K	Buy	+7,607	New	+$415K	0.03%	80

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

Bingham Osborn & Scarborough's VTEB Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2021, closing a stake of 16,604 shares — an estimated $909K sold.

Bingham Osborn & Scarborough first reported a position in VTEB in Q4 2020 and held it in 4 quarters. The position peaked at $909K in Q3 2021. 723 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

Bingham Osborn & Scarborough reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2021 after selling out during the quarter.
Bingham Osborn & Scarborough sold 16,604 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $909K.
Bingham Osborn & Scarborough first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 4 quarters.
Bingham Osborn & Scarborough's Vanguard Tax-Exempt Bond Index Fund position peaked at $909K in Q3 2021.
723 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.