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Chai Trust Company’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Chai Trust Company’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 		– Sell
-6,481
Closed -$358K – 35
2021
Q2 		$358K Buy
+6,481
New +$357K 0.03% 29

Other funds holding VTEB

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CSIA
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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

Chai Trust Company's VTEB Position: Q3 2021 in Review

Chai Trust Company sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2021, closing a stake of 6,481 shares — an estimated $358K sold.

Chai Trust Company first reported a position in VTEB in Q2 2021 and held it in 1 quarter. The position peaked at $358K in Q2 2021. 639 funds tracked by Wall St. Rank hold VTEB as of Q3 2021.

  • Chai Trust Company reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2021 after selling out during the quarter.
  • Chai Trust Company sold 6,481 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2021, an estimated $358K.
  • Chai Trust Company first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 1 quarter.
  • Chai Trust Company's Vanguard Tax-Exempt Bond Index Fund position peaked at $358K in Q2 2021.
  • 639 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2021.

Based on Chai Trust Company's 13F filing for Q3 2021, filed 15 Nov 2021.