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

Cambridge Trust’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
Q1 		$84.7K Hold
1,674
– – ﹤0.01% 365
2023
Q4 		$85.5K Buy
+1,674
New +$82.1K ﹤0.01% 359

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Cambridge Trust's VTEB Position: Q1 2024 in Review

Cambridge Trust held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2024 at 1,674 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Cambridge Trust first reported a position in VTEB in Q4 2023 and has held it in 2 quarters since. The position peaked at $85.5K in Q4 2023. 1,055 funds tracked by Wall St. Rank hold VTEB as of Q1 2024.

  • Cambridge Trust held 1,674 shares of Vanguard Tax-Exempt Bond Index Fund worth $84.7K as of Q1 2024.
  • Cambridge Trust left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2024.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #365 holding.
  • Cambridge Trust first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 2 quarters since.
  • Cambridge Trust's Vanguard Tax-Exempt Bond Index Fund position peaked at $85.5K in Q4 2023.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.