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Claraphi Advisory Network’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Claraphi Advisory Network’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
-198
Closed -$10K – 1175
2020
Q1 		$10K Buy
+198
New +$10.6K ﹤0.01% 776

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

Claraphi Advisory Network's VTEB Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2020, closing a stake of 198 shares — an estimated $10K sold.

Claraphi Advisory Network first reported a position in VTEB in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 431 funds tracked by Wall St. Rank hold VTEB as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 198 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2020, an estimated $10K.
  • Claraphi Advisory Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Vanguard Tax-Exempt Bond Index Fund position peaked at $10K in Q1 2020.
  • 431 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.