Corbenic Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Corbenic Partners’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 Q2	$1.05M	Sell	21,005 -166	-0.8%	-$8.32K	0.28%	32
2022 Q1	$1.09M	Sell	21,171 -17,743	-46%	-$944K	0.24%	33
2021 Q4	$2.14M	Buy	38,914 +196	+0.5%	+$10.7K	0.41%	29
2021 Q3	$2.12M	Sell	38,718 -272	-0.7%	-$15K	0.51%	30
2021 Q2	$2.16M	Buy	38,990 +4,004	+11%	+$221K	0.57%	30
2021 Q1	$1.91M	Buy	34,986 +12,600	+56%	+$692K	0.49%	31
2020 Q4	$1.24M	Buy	22,386 +3,479	+18%	+$190K	0.51%	29
2020 Q3	$1.03M	Buy	18,907 +104	+0.6%	+$5.68K	0.49%	29
2020 Q2	$1.02M	Buy	+18,803	New	+$1M	0.56%	28

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

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

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

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

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Corbenic Partners's VTEB Position: Q2 2022 in Review

Corbenic Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.78% in Q2 2022, selling an estimated $8.32K and leaving 21,005 shares worth $1.05M. The position accounts for 0.28% of the portfolio, ranked #32.

Corbenic Partners first reported a position in VTEB in Q2 2020 and has held it in 9 quarters since. The position peaked at $2.16M in Q2 2021. 767 funds tracked by Wall St. Rank hold VTEB as of Q2 2022.

Corbenic Partners held 21,005 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.05M as of Q2 2022.
Corbenic Partners sold 166 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2022, an estimated $8.32K.
Vanguard Tax-Exempt Bond Index Fund made up 0.28% of Corbenic Partners's portfolio in Q2 2022, its #32 holding.
Corbenic Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 9 quarters since.
Corbenic Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.16M in Q2 2021.
767 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2022.

Based on Corbenic Partners's 13F filing for Q2 2022, filed 25 Jul 2022.