Dixon Hubard Feinour & Brown’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Dixon Hubard Feinour & Brown’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	$804K	Buy	16,102 +508	+3%	+$25.5K	0.1%	163
2022 Q1	$804K	Hold	15,594	–	–	0.08%	176
2021 Q4	$856K	Buy	15,594 +1,794	+13%	+$98.3K	0.08%	166
2021 Q3	$756K	Sell	13,800 -7,700	-36%	-$426K	0.16%	98
2021 Q2	$1.19M	Buy	+21,500	New	+$1.18M	0.25%	82

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 $147B AUM 18.73% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

OWM

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

Dixon Hubard Feinour & Brown's VTEB Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.3% in Q2 2022, buying an estimated $25.5K and bringing the position to 16,102 shares worth $804K. The position accounts for 0.1% of the portfolio, ranked #163.

Dixon Hubard Feinour & Brown first reported a position in VTEB in Q2 2021 and has held it in 5 quarters since. The position peaked at $1.19M in Q2 2021. 768 funds tracked by Wall St. Rank hold VTEB as of Q2 2022.

Dixon Hubard Feinour & Brown held 16,102 shares of Vanguard Tax-Exempt Bond Index Fund worth $804K as of Q2 2022.
Dixon Hubard Feinour & Brown bought 508 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2022, an estimated $25.5K.
Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #163 holding.
Dixon Hubard Feinour & Brown first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and has held it in 5 quarters since.
Dixon Hubard Feinour & Brown's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.19M in Q2 2021.
768 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.