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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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return