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VTEB icon

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

CEDRUS’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
Q3 		$1.12M Buy
21,843
+13,339
+157% +$676K 0.41% 49
2024
Q2 		$426K Buy
8,504
+207
+2% +$10.4K 0.21% 87
2024
Q1 		$420K Hold
8,297
– – 0.23% 81
2023
Q4 		$424K Buy
+8,297
New +$407K 0.26% 74
2022
Q2 		– Sell
-4,369
Closed -$225K – 171
2022
Q1 		$225K Buy
+4,369
New +$233K 0.2% 130

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 $52B AUM 24.53% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CEDRUS's VTEB Position: Q3 2024 in Review

CEDRUS increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 157% in Q3 2024, buying an estimated $676K and bringing the position to 21,843 shares worth $1.12M. The position accounts for 0.41% of the portfolio, ranked #49.

CEDRUS first reported a position in VTEB in Q1 2022 and has held it in 5 quarters since. 1,102 funds tracked by Wall St. Rank hold VTEB as of Q3 2024.

  • CEDRUS held 21,843 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.12M as of Q3 2024.
  • CEDRUS bought 13,339 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2024, an estimated $676K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.41% of CEDRUS's portfolio in Q3 2024, its #49 holding.
  • CEDRUS first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 5 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.