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Crestone Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Crestone Asset 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
2022
Q1 		– Sell
-6,697
Closed -$368K – 99
2021
Q4 		$368K Sell
6,697
-775
-10% -$42.5K 0.07% 66
2021
Q3 		$409K Sell
7,472
-4,192
-36% -$232K 0.09% 64
2021
Q2 		$645K Buy
+11,664
New +$643K 0.14% 50

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab Investment Advisory
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
SCS Capital Management
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Crestone Asset Management's VTEB Position: Q1 2022 in Review

Crestone Asset Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2022, closing a stake of 6,697 shares — an estimated $368K sold.

Crestone Asset Management first reported a position in VTEB in Q2 2021 and held it in 3 quarters. The position peaked at $645K in Q2 2021. 735 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

  • Crestone Asset Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2022 after selling out during the quarter.
  • Crestone Asset Management sold 6,697 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $368K.
  • Crestone Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 3 quarters.
  • Crestone Asset Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $645K in Q2 2021.
  • 735 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on Crestone Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.