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

Camelot Portfolios’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
2020
Q3 		– Sell
-18,795
Closed -$1.02M – 211
2020
Q2 		$1.02M Sell
18,795
-6,091
-24% -$325K 0.65% 47
2020
Q1 		$1.32M Buy
+24,886
New +$1.33M 0.73% 34

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Camelot Portfolios's VTEB Position: Q3 2020 in Review

Camelot Portfolios sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2020, closing a stake of 18,795 shares — an estimated $1.02M sold.

Camelot Portfolios first reported a position in VTEB in Q1 2020 and held it in 2 quarters. The position peaked at $1.32M in Q1 2020. 458 funds tracked by Wall St. Rank hold VTEB as of Q3 2020.

  • Camelot Portfolios reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2020 after selling out during the quarter.
  • Camelot Portfolios sold 18,795 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2020, an estimated $1.02M.
  • Camelot Portfolios first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and held it in 2 quarters.
  • Camelot Portfolios's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.32M in Q1 2020.
  • 458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2020.

Based on Camelot Portfolios's 13F filing for Q3 2020, filed 19 Oct 2020.