Boston Family Office’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Boston Family Office’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	-18,450	Closed	-$888K	–	271
2022 Q3	$888K	Hold	18,450	–	–	0.08%	155
2022 Q2	$921K	Sell	18,450 -10,663	-37%	-$534K	0.08%	152
2022 Q1	$1.5M	Sell	29,113 -29,097	-50%	-$1.55M	0.11%	130
2021 Q4	$3.2M	Buy	+58,210	New	+$3.19M	0.21%	94

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

Boston Family Office's VTEB Position: Q4 2022 in Review

Boston Family Office sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022, closing a stake of 18,450 shares — an estimated $888K sold.

Boston Family Office first reported a position in VTEB in Q4 2021 and held it in 4 quarters. The position peaked at $3.2M in Q4 2021. 856 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

Boston Family Office reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2022 after selling out during the quarter.
Boston Family Office sold 18,450 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $888K.
Boston Family Office first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 4 quarters.
Boston Family Office's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.2M in Q4 2021.
856 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Boston Family Office's 13F filing for Q4 2022, filed 7 Feb 2023.