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Brightworth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Brightworth’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
Q3 		$65.6M Buy
1,363,024
+481,932
+55% +$24.1M 7.03% 3
2022
Q2 		$44M Buy
881,092
+821,226
+1,372% +$41.2M 4.72% 4
2022
Q1 		$3.09M Buy
59,866
+575
+1% +$30.6K 0.31% 48
2021
Q4 		$3.26M Buy
59,291
+7,568
+15% +$415K 0.3% 45
2021
Q3 		$2.83M Buy
51,723
+10,289
+25% +$569K 0.26% 45
2021
Q2 		$2.29M Buy
+41,434
New +$2.28M 0.2% 48

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Brightworth's VTEB Position: Q3 2022 in Review

Brightworth increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 55% in Q3 2022, buying an estimated $24.1M and bringing the position to 1,363,024 shares worth $65.6M. The position accounts for 7.03% of the portfolio, ranked #3.

Brightworth first reported a position in VTEB in Q2 2021 and has held it in 6 quarters since. 757 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

  • Brightworth held 1,363,024 shares of Vanguard Tax-Exempt Bond Index Fund worth $65.6M as of Q3 2022.
  • Brightworth bought 481,932 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $24.1M.
  • Vanguard Tax-Exempt Bond Index Fund made up 7.03% of Brightworth's portfolio in Q3 2022, its #3 holding.
  • Brightworth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and has held it in 6 quarters since.
  • 757 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.