Capital Directions Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Capital Directions Investment Advisors’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	$866K	Buy	+17,504	New	+$856K	0.32%	26
2022 Q3	–	Sell	-18,177	Closed	-$909K	–	25
2022 Q2	$907K	Buy	18,177 +17,197	+1,755%	+$862K	0.3%	27
2022 Q1	$51K	Buy	+980	New	+$52.2K	0.02%	141
2021 Q4	–	Sell	-694	Closed	-$38K	–	233
2021 Q3	$38K	Buy	+694	New	+$38.4K	0.01%	153

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

Capital Directions Investment Advisors's VTEB Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022: 17,504 shares worth $866K. The stake represents 0.32% of the portfolio and ranks #26 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in VTEB as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in VTEB in Q3 2021 and has held it in 4 quarters since. The position peaked at $907K in Q2 2022. 857 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

Capital Directions Investment Advisors held 17,504 shares of Vanguard Tax-Exempt Bond Index Fund worth $866K as of Q4 2022.
Vanguard Tax-Exempt Bond Index Fund was a new Capital Directions Investment Advisors position in Q4 2022.
Vanguard Tax-Exempt Bond Index Fund made up 0.32% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #26 holding.
Capital Directions Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 4 quarters since.
Capital Directions Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $907K in Q2 2022.
857 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.