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

Doyle 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
2022 Q3	$283K	Buy	+5,880	New	+$294K	0.02%	171
2022 Q2	–	Sell	-5,064	Closed	-$261K	–	253
2022 Q1	$261K	Sell	5,064 -2,975	-37%	-$158K	0.02%	210
2021 Q4	$441K	Buy	8,039 +1,383	+21%	+$75.8K	0.03%	154
2021 Q3	$365K	Buy	6,656 +1,367	+26%	+$75.6K	0.03%	166
2021 Q2	$293K	Buy	5,289 +646	+14%	+$35.6K	0.02%	181
2021 Q1	$254K	Buy	+4,643	New	+$255K	0.02%	188

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Doyle Wealth Management's VTEB Position: Q3 2022 in Review

Doyle Wealth Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2022: 5,880 shares worth $283K. The stake represents 0.02% of the portfolio and ranks #171 among its holdings. This is a return to the name: Doyle Wealth Management previously reported a position in VTEB as recently as Q1 2022.

Doyle Wealth Management first reported a position in VTEB in Q1 2021 and has held it in 6 quarters since. The position peaked at $441K in Q4 2021. 759 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

Doyle Wealth Management held 5,880 shares of Vanguard Tax-Exempt Bond Index Fund worth $283K as of Q3 2022.
Vanguard Tax-Exempt Bond Index Fund was a new Doyle Wealth Management position in Q3 2022.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #171 holding.
Doyle Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and has held it in 6 quarters since.
Doyle Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $441K in Q4 2021.
759 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.