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Coyle Financial Counsel’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Coyle Financial Counsel’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
2018
Q3 		– Sell
-461
Closed -$24K – 297
2018
Q2 		$24K Buy
+461
New +$23.4K 0.02% 76

Other funds holding VTEB

W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Coyle Financial Counsel's VTEB Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2018, closing a stake of 461 shares — an estimated $24K sold.

Coyle Financial Counsel first reported a position in VTEB in Q2 2018 and held it in 1 quarter. The position peaked at $24K in Q2 2018. 210 funds tracked by Wall St. Rank hold VTEB as of Q3 2018.

  • Coyle Financial Counsel reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 461 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2018, an estimated $24K.
  • Coyle Financial Counsel first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2018 and held it in 1 quarter.
  • Coyle Financial Counsel's Vanguard Tax-Exempt Bond Index Fund position peaked at $24K in Q2 2018.
  • 210 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.