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Derby & Company’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Derby & Company’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
Q3 		$1.43M Sell
26,058
-2,613
-9% -$144K 0.29% 34
2021
Q2 		$1.59M Buy
28,671
+1,361
+5% +$75K 0.33% 32
2021
Q1 		$1.49M Buy
27,310
+2,117
+8% +$116K 0.34% 31
2020
Q4 		$1.39M Sell
25,193
-1,019
-4% -$55.6K 0.35% 28
2020
Q3 		$1.43M Sell
26,212
-1,313
-5% -$71.7K 0.41% 27
2020
Q2 		$1.49M Buy
+27,525
New +$1.47M 0.48% 22

Other funds holding VTEB

Wealthfront Advisers
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return