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Coombe, Bender & Co’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Coombe, Bender & Co’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
2022
Q4 		– Sell
-5,500
Closed -$265K – 82
2022
Q3 		$265K Sell
5,500
-2,000
-27% -$100K 0.24% 66
2022
Q2 		$374K Buy
+7,500
New +$376K 0.32% 58

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Coombe, Bender & Co's VTEB Position: Q4 2022 in Review

Coombe, Bender & Co sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022, closing a stake of 5,500 shares — an estimated $265K sold.

Coombe, Bender & Co first reported a position in VTEB in Q2 2022 and held it in 2 quarters. The position peaked at $374K in Q2 2022. 858 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

  • Coombe, Bender & Co reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2022 after selling out during the quarter.
  • Coombe, Bender & Co sold 5,500 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $265K.
  • Coombe, Bender & Co first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 2 quarters.
  • Coombe, Bender & Co's Vanguard Tax-Exempt Bond Index Fund position peaked at $374K in Q2 2022.
  • 858 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Coombe, Bender & Co's 13F filing for Q4 2022, filed 8 Feb 2023.