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

Destiny Capital’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
Q2 		$320K Hold
6,381
– – 0.25% 40
2023
Q1 		$323K Hold
6,381
– – 0.26% 35
2022
Q4 		$323K Buy
+6,381
New +$312K 0.27% 34

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Destiny Capital's VTEB Position: Q2 2023 in Review

Destiny Capital held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2023 at 6,381 shares worth $320K. The position accounts for 0.25% of the portfolio, ranked #40.

Destiny Capital first reported a position in VTEB in Q4 2022 and has held it in 3 quarters since. The position peaked at $323K in Q1 2023. 891 funds tracked by Wall St. Rank hold VTEB as of Q2 2023.

  • Destiny Capital held 6,381 shares of Vanguard Tax-Exempt Bond Index Fund worth $320K as of Q2 2023.
  • Destiny Capital left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2023.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.25% of Destiny Capital's portfolio in Q2 2023, its #40 holding.
  • Destiny Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 3 quarters since.
  • Destiny Capital's Vanguard Tax-Exempt Bond Index Fund position peaked at $323K in Q1 2023.
  • 891 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2023.

Based on Destiny Capital's 13F filing for Q2 2023, filed 3 Aug 2023.