Clear Perspective Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Clear Perspective Advisors’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 Q4	$5.92M	Buy	107,906 +4,000	+4%	+$219K	1.8%	10
2021 Q3	$5.69M	Buy	103,906 +29,428	+40%	+$1.63M	1.95%	10
2021 Q2	$4.12M	Buy	74,478 +54,235	+268%	+$2.99M	1.43%	16
2021 Q1	$1.11M	Buy	+20,243	New	+$1.11M	0.43%	45
2020 Q1	–	Sell	-39,850	Closed	-$2.13M	–	134
2019 Q4	$2.13M	Sell	39,850 -29,450	-42%	-$1.58M	1.32%	18
2019 Q3	$3.7M	Buy	69,300 +34,650	+100%	+$1.86M	1.68%	13
2019 Q2	$1.84M	Buy	34,650 +15,100	+77%	+$793K	1.18%	20
2019 Q1	$1.02M	Buy	19,550 +13,600	+229%	+$699K	0.72%	35
2018 Q4	$304K	Buy	5,950 +1,200	+25%	+$60.5K	0.25%	98
2018 Q3	$240K	Buy	+4,750	New	+$242K	0.18%	130
2017 Q2	–	Sell	-2,000	Closed	-$101K	–	486
2017 Q1	$101K	Hold	2,000	–	–	0.07%	161
2016 Q4	$101K	Buy	+2,000	New	+$102K	0.07%	163

Other funds holding VTEB

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Perspective Advisors's VTEB Position: Q4 2021 in Review

Clear Perspective Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.8% in Q4 2021, buying an estimated $219K and bringing the position to 107,906 shares worth $5.92M. The position accounts for 1.8% of the portfolio, ranked #10.

Clear Perspective Advisors first reported a position in VTEB in Q4 2016 and has held it in 12 quarters since. 724 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

Clear Perspective Advisors held 107,906 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.92M as of Q4 2021.
Clear Perspective Advisors bought 4,000 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $219K.
Vanguard Tax-Exempt Bond Index Fund made up 1.8% of Clear Perspective Advisors's portfolio in Q4 2021, its #10 holding.
Clear Perspective Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2016 and has held it in 12 quarters since.
724 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.