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Colonial Trust Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Colonial Trust 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
2019
Q2 		– Sell
-5,009
Closed -$261K – 162
2019
Q1 		$261K Buy
+5,009
New +$258K 0.05% 139

Other funds holding VTEB

Wealthfront Advisers
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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Colonial Trust Advisors's VTEB Position: Q2 2019 in Review

Colonial Trust Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2019, closing a stake of 5,009 shares — an estimated $261K sold.

Colonial Trust Advisors first reported a position in VTEB in Q1 2019 and held it in 1 quarter. The position peaked at $261K in Q1 2019. 292 funds tracked by Wall St. Rank hold VTEB as of Q2 2019.

  • Colonial Trust Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2019 after selling out during the quarter.
  • Colonial Trust Advisors sold 5,009 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2019, an estimated $261K.
  • Colonial Trust Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2019 and held it in 1 quarter.
  • Colonial Trust Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $261K in Q1 2019.
  • 292 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2019.

Based on Colonial Trust Advisors's 13F filing for Q2 2019, filed 21 Aug 2019.