Cypress Capital Management (Delaware)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Cypress Capital Management (Delaware)’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	-54,850	Closed	-$2.64M	–	173
2022 Q3	$2.64M	Buy	54,850 +36,350	+196%	+$1.82M	0.49%	55
2022 Q2	$924K	Buy	18,500 +7,000	+61%	+$351K	0.14%	107
2022 Q1	$593K	Hold	11,500	–	–	0.07%	135
2021 Q4	$631K	Buy	+11,500	New	+$630K	0.07%	137

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cypress Capital Management (Delaware)'s VTEB Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022, closing a stake of 54,850 shares — an estimated $2.64M sold.

Cypress Capital Management (Delaware) first reported a position in VTEB in Q4 2021 and held it in 4 quarters. The position peaked at $2.64M in Q3 2022. 858 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 54,850 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $2.64M.
Cypress Capital Management (Delaware) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 4 quarters.
Cypress Capital Management (Delaware)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $2.64M in Q3 2022.
858 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.