Destiny Capital Securities’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Destiny Capital Securities’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
2023 Q3	$307K	Buy	+6,381	New	+$316K	0.25%	40

Other funds holding VTEB

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Destiny Capital Securities's VTEB Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2023: 6,381 shares worth $307K. The stake represents 0.25% of the portfolio and ranks #40 among its holdings.

923 funds tracked by Wall St. Rank hold VTEB as of Q3 2023.

Destiny Capital Securities held 6,381 shares of Vanguard Tax-Exempt Bond Index Fund worth $307K as of Q3 2023.
Vanguard Tax-Exempt Bond Index Fund was a new Destiny Capital Securities position in Q3 2023.
Vanguard Tax-Exempt Bond Index Fund made up 0.25% of Destiny Capital Securities's portfolio in Q3 2023, its #40 holding.
923 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.