Darwin Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Darwin Wealth 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
2021 Q4	–	Sell	-3,841	Closed	-$210K	–	183
2021 Q3	$210K	Buy	+3,841	New	+$212K	0.03%	162
2020 Q2	–	Sell	-3,442	Closed	-$182K	–	780
2020 Q1	$182K	Buy	+3,442	New	+$184K	0.06%	138

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Darwin Wealth Management's VTEB Position: Q4 2021 in Review

Darwin Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2021, closing a stake of 3,841 shares — an estimated $210K sold.

Darwin Wealth Management first reported a position in VTEB in Q1 2020 and held it in 2 quarters. The position peaked at $210K in Q3 2021. 723 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

Darwin Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2021 after selling out during the quarter.
Darwin Wealth Management sold 3,841 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $210K.
Darwin Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and held it in 2 quarters.
Darwin Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $210K in Q3 2021.
723 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on Darwin Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.