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Dopkins Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Dopkins Wealth Management’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
Q1 		– Sell
-38,110
Closed -$1.89M – 45
2022
Q4 		$1.89M Buy
+38,110
New +$1.86M 1.66% 13

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Dopkins Wealth Management's VTEB Position: Q1 2023 in Review

Dopkins Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2023, closing a stake of 38,110 shares — an estimated $1.89M sold.

Dopkins Wealth Management first reported a position in VTEB in Q4 2022 and held it in 1 quarter. The position peaked at $1.89M in Q4 2022. 878 funds tracked by Wall St. Rank hold VTEB as of Q1 2023.

  • Dopkins Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2023 after selling out during the quarter.
  • Dopkins Wealth Management sold 38,110 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2023, an estimated $1.89M.
  • Dopkins Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 1 quarter.
  • Dopkins Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.89M in Q4 2022.
  • 878 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2023.

Based on Dopkins Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.