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CMH Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

CMH Wealth Management’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 		– Sell
-16,189
Closed -$887K – 50
2021
Q3 		$887K Sell
16,189
-2,473
-13% -$137K 0.29% 43
2021
Q2 		$1.03M Sell
18,662
-1,719
-8% -$94.7K 0.34% 43
2021
Q1 		$1.11M Buy
20,381
+491
+2% +$27K 0.42% 42
2020
Q4 		$1.1M Buy
19,890
+330
+2% +$18K 0.4% 46
2020
Q3 		$1.06M Sell
19,560
-50
-0.3% -$2.73K 0.46% 44
2020
Q2 		$1.06M Buy
19,610
+3,925
+25% +$209K 0.51% 46
2020
Q1 		$830K Sell
15,685
-6,836
-30% -$366K 0.49% 46
2019
Q4 		$1.21M Buy
22,521
+293
+1% +$15.7K 0.62% 50
2019
Q3 		$1.19M Buy
22,228
+1,738
+8% +$93.1K 0.67% 50
2019
Q2 		$1.09M Sell
20,490
-2,000
-9% -$105K 0.64% 48
2019
Q1 		$1.17M Sell
22,490
-192,175
-90% -$9.88M 0.71% 48
2018
Q4 		$11M Buy
214,665
+1,150
+0.5% +$57.9K 6.61% 2
2018
Q3 		$10.8M Buy
213,515
+200,770
+1,575% +$10.2M 5.64% 3
2018
Q2 		$649K Buy
12,745
+4,940
+63% +$251K 0.37% 54
2018
Q1 		$396K Sell
7,805
-11,460
-59% -$584K 0.27% 51
2017
Q4 		$994K Buy
19,265
+9,865
+105% +$509K 0.66% 48
2017
Q3 		$485K Buy
+9,400
New +$486K 0.36% 46

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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 $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CMH Wealth Management's VTEB Position: Q4 2021 in Review

CMH Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2021, closing a stake of 16,189 shares — an estimated $887K sold.

CMH Wealth Management first reported a position in VTEB in Q3 2017 and held it in 17 quarters. The position peaked at $11M in Q4 2018. 724 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

  • CMH Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2021 after selling out during the quarter.
  • CMH Wealth Management sold 16,189 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $887K.
  • CMH Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2017 and held it in 17 quarters.
  • CMH Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $11M in Q4 2018.
  • 724 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on CMH Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.