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

Cardan Capital Partners’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
2021
Q3 		$2.76M Buy
50,322
+506
+1% +$28K 0.31% 85
2021
Q2 		$2.75M Sell
49,816
-9,333
-16% -$514K 0.31% 96
2021
Q1 		$3.23M Sell
59,149
-11,349
-16% -$624K 0.39% 80
2020
Q4 		$3.89M Sell
70,498
-19,813
-22% -$1.08M 0.48% 67
2020
Q3 		$4.92M Sell
90,311
-22,404
-20% -$1.22M 0.65% 40
2020
Q2 		$6.1M Sell
112,715
-613
-0.5% -$32.7K 0.87% 30
2020
Q1 		$6M Buy
113,328
+395
+0.3% +$21.1K 1% 17
2019
Q4 		$6.05M Buy
112,933
+4,600
+4% +$246K 0.81% 39
2019
Q3 		$5.81M Buy
108,333
+2,224
+2% +$119K 0.83% 37
2019
Q2 		$5.63M Sell
106,109
-2,361
-2% -$124K 0.86% 35
2019
Q1 		$5.66M Sell
108,470
-10,070
-8% -$518K 0.92% 31
2018
Q4 		$6.05M Buy
118,540
+7,570
+7% +$381K 1.06% 27
2018
Q3 		$5.61M Sell
110,970
-1,489
-1% -$75.8K 0.88% 30
2018
Q2 		$5.73M Buy
112,459
+9,182
+9% +$466K 0.94% 29
2018
Q1 		$5.25M Buy
103,277
+21,259
+26% +$1.08M 0.87% 29
2017
Q4 		$4.24M Buy
82,018
+1,398
+2% +$72.2K 0.8% 36
2017
Q3 		$4.17M Sell
80,620
-8,761
-10% -$453K 0.83% 34
2017
Q2 		$4.59M Sell
89,381
-66,216
-43% -$3.39M 0.89% 34
2017
Q1 		$7.88M Buy
155,597
+39,434
+34% +$1.99M 1.65% 16
2016
Q4 		$5.84M Buy
116,163
+17,585
+18% +$894K 1.3% 21
2016
Q3 		$5.15M Buy
98,578
+7,754
+9% +$407K 1.15% 28
2016
Q2 		$4.79M Buy
90,824
+2,492
+3% +$129K 1.18% 28
2016
Q1 		$4.54M Buy
+88,332
New +$4.53M 1.13% 32

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cardan Capital Partners's VTEB Position: Q3 2021 in Review

Cardan Capital Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1% in Q3 2021, buying an estimated $28K and bringing the position to 50,322 shares worth $2.76M. The position accounts for 0.31% of the portfolio, ranked #85.

Cardan Capital Partners first reported a position in VTEB in Q1 2016 and has held it in 23 quarters since. The position peaked at $7.88M in Q1 2017. 638 funds tracked by Wall St. Rank hold VTEB as of Q3 2021.

  • Cardan Capital Partners held 50,322 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.76M as of Q3 2021.
  • Cardan Capital Partners bought 506 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2021, an estimated $28K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.31% of Cardan Capital Partners's portfolio in Q3 2021, its #85 holding.
  • Cardan Capital Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2016 and has held it in 23 quarters since.
  • Cardan Capital Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $7.88M in Q1 2017.
  • 638 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.