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Buckingham Strategic Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Buckingham Strategic 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
2024
Q2 		$4.19M Sell
83,546
-8,863
-10% -$443K 0.04% 159
2024
Q1 		$4.68M Sell
92,409
-3,450
-4% -$175K 0.05% 154
2023
Q4 		$4.89M Sell
95,859
-8,988
-9% -$441K 0.06% 142
2023
Q3 		$5.04M Sell
104,847
-11,984
-10% -$594K 0.07% 131
2023
Q2 		$5.87M Sell
116,831
-22,672
-16% -$1.14M 0.08% 122
2023
Q1 		$6.9M Hold
139,503
– – 0.13% 92
2022
Q4 		$6.9M Buy
139,503
+4,181
+3% +$204K 0.13% 92
2022
Q3 		$6.51M Buy
135,322
+4,565
+3% +$228K 0.13% 86
2022
Q2 		$6.53M Buy
130,757
+50,392
+63% +$2.53M 0.13% 90
2022
Q1 		$4.14M Buy
80,365
+17,485
+28% +$931K 0.08% 120
2021
Q4 		$3.45M Sell
62,880
-80,416
-56% -$4.41M 0.07% 132
2021
Q3 		$7.85M Buy
143,296
+97,138
+210% +$5.37M 0.16% 71
2021
Q2 		$2.55M Buy
46,158
+18,800
+69% +$1.04M 0.06% 150
2021
Q1 		$1.5M Buy
27,358
+13,824
+102% +$760K 0.07% 189
2020
Q4 		$747K Buy
13,534
+9,670
+250% +$528K 0.04% 252
2020
Q3 		$210K Buy
+3,864
New +$211K 0.02% 449

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buckingham Strategic Wealth's VTEB Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.6% in Q2 2024, selling an estimated $443K and leaving 83,546 shares worth $4.19M. The position accounts for 0.04% of the portfolio, ranked #159.

Buckingham Strategic Wealth first reported a position in VTEB in Q3 2020 and has held it in 16 quarters since. The position peaked at $7.85M in Q3 2021. 1,086 funds tracked by Wall St. Rank hold VTEB as of Q2 2024.

  • Buckingham Strategic Wealth held 83,546 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.19M as of Q2 2024.
  • Buckingham Strategic Wealth sold 8,863 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2024, an estimated $443K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #159 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 16 quarters since.
  • Buckingham Strategic Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $7.85M in Q3 2021.
  • 1,086 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.