Diligent Investors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Diligent Investors’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 Q2	–	Sell	-3,924	Closed	-$202K	–	278
2022 Q1	$202K	Buy	3,924 +2	+0.1%	+$106	0.06%	252
2021 Q4	$215K	Buy	3,922 +6	+0.2%	+$329	0.06%	242
2021 Q3	$217K	Hold	3,916	–	–	0.07%	215
2021 Q2	$217K	Buy	3,916 +3	+0.1%	+$165	0.07%	216
2021 Q1	$214K	Buy	3,913 +2	+0.1%	+$110	0.08%	209
2020 Q4	$216K	Buy	3,911 +4	+0.1%	+$218	0.09%	192
2020 Q3	$213K	Buy	3,907 +4	+0.1%	+$218	0.1%	173
2020 Q2	$211K	Buy	+3,903	New	+$208K	0.1%	172

Other funds holding VTEB

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Diligent Investors's VTEB Position: Q2 2022 in Review

Diligent Investors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2022, closing a stake of 3,924 shares — an estimated $202K sold.

Diligent Investors first reported a position in VTEB in Q2 2020 and held it in 8 quarters. The position peaked at $217K in Q3 2021. 769 funds tracked by Wall St. Rank hold VTEB as of Q2 2022.

Diligent Investors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2022 after selling out during the quarter.
Diligent Investors sold 3,924 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2022, an estimated $202K.
Diligent Investors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and held it in 8 quarters.
Diligent Investors's Vanguard Tax-Exempt Bond Index Fund position peaked at $217K in Q3 2021.
769 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2022.

Based on Diligent Investors's 13F filing for Q2 2022, filed 13 Jul 2022.