Blue Barn Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Blue Barn Wealth’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
2023 Q4	–	Sell	-9,369	Closed	-$451K	–	136
2023 Q3	$451K	Hold	9,369	–	–	0.3%	60
2023 Q2	$471K	Hold	9,369	–	–	0.31%	57
2023 Q1	$475K	Hold	9,369	–	–	0.29%	60
2022 Q4	$464K	Sell	9,369 -9,529	-50%	-$466K	0.31%	55
2022 Q3	$910K	Sell	18,898 -1,782	-9%	-$89.1K	0.65%	31
2022 Q2	$1.03M	Buy	20,680 +32	+0.2%	+$1.6K	0.79%	28
2022 Q1	$1.06M	Buy	20,648 +1,905	+10%	+$101K	0.74%	29
2021 Q4	$1.03M	Sell	18,743 -7,754	-29%	-$425K	0.7%	32
2021 Q3	$1.45M	Buy	26,497 +1,051	+4%	+$58.1K	1.27%	20
2021 Q2	$1.41M	Buy	+25,446	New	+$1.4M	1.44%	21

Other funds holding VTEB

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CSIA

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

RJA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Blue Barn Wealth's VTEB Position: Q4 2023 in Review

Blue Barn Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2023, closing a stake of 9,369 shares — an estimated $451K sold.

Blue Barn Wealth first reported a position in VTEB in Q2 2021 and held it in 10 quarters. The position peaked at $1.45M in Q3 2021. 1,068 funds tracked by Wall St. Rank hold VTEB as of Q4 2023.

Blue Barn Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2023 after selling out during the quarter.
Blue Barn Wealth sold 9,369 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2023, an estimated $451K.
Blue Barn Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 10 quarters.
Blue Barn Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.45M in Q3 2021.
1,068 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2023.

Based on Blue Barn Wealth's 13F filing for Q4 2023, filed 6 Feb 2024.