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

Capital Square’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
Q2 		– Sell
-1,000
Closed -$53K – 285
2020
Q1 		$53K Buy
+1,000
New +$53.5K 0.06% 200

Other funds holding VTEB

Wealthfront Advisers
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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Square's VTEB Position: Q2 2020 in Review

Capital Square sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2020, closing a stake of 1,000 shares — an estimated $53K sold.

Capital Square first reported a position in VTEB in Q1 2020 and held it in 1 quarter. The position peaked at $53K in Q1 2020. 431 funds tracked by Wall St. Rank hold VTEB as of Q2 2020.

  • Capital Square reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2020 after selling out during the quarter.
  • Capital Square sold 1,000 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2020, an estimated $53K.
  • Capital Square first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and held it in 1 quarter.
  • Capital Square's Vanguard Tax-Exempt Bond Index Fund position peaked at $53K in Q1 2020.
  • 431 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.