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Cedar Brook Financial Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Cedar Brook Financial 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
2024
Q2 		– Sell
-15,567
Closed -$788K – 409
2024
Q1 		$788K Sell
15,567
-657
-4% -$33.3K 0.16% 154
2023
Q4 		$827K Buy
16,224
+7,688
+90% +$377K 0.18% 129
2023
Q3 		$411K Buy
8,536
+131
+2% +$6.49K 0.11% 197
2023
Q2 		$422K Sell
8,405
-313
-4% -$15.7K 0.1% 208
2023
Q1 		$442K Sell
8,718
-178
-2% -$8.94K 0.11% 199
2022
Q4 		$440K Buy
+8,896
New +$435K 0.12% 194
2022
Q3 		– Sell
-6,762
Closed -$338K – 369
2022
Q2 		$338K Sell
6,762
-2,020
-23% -$101K 0.11% 220
2022
Q1 		$453K Buy
8,782
+208
+2% +$11.1K 0.12% 201
2021
Q4 		$471K Sell
8,574
-231
-3% -$12.7K 0.12% 192
2021
Q3 		$482K Sell
8,805
-66
-0.7% -$3.65K 0.14% 169
2021
Q2 		$491K Buy
8,871
+4,784
+117% +$264K 0.14% 179
2021
Q1 		$223K Buy
4,087
+20
+0.5% +$1.1K 0.08% 291
2020
Q4 		$224K Buy
+4,067
New +$222K 0.08% 281
2020
Q1 		– Sell
-4,467
Closed -$239K – 304
2019
Q4 		$239K Buy
+4,467
New +$239K 0.1% 244

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cedar Brook Financial Partners's VTEB Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2024, closing a stake of 15,567 shares — an estimated $788K sold.

Cedar Brook Financial Partners first reported a position in VTEB in Q4 2019 and held it in 14 quarters. The position peaked at $827K in Q4 2023. 1,083 funds tracked by Wall St. Rank hold VTEB as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 15,567 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2024, an estimated $788K.
  • Cedar Brook Financial Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and held it in 14 quarters.
  • Cedar Brook Financial Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $827K in Q4 2023.
  • 1,083 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.