Drexel Morgan & Co’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Drexel Morgan & Co’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
2021 Q3	–	Sell	-4,190	Closed	-$232K	–	71
2021 Q2	$232K	Hold	4,190	–	–	0.07%	66
2021 Q1	$229K	Hold	4,190	–	–	0.06%	100
2020 Q4	$231K	Hold	4,190	–	–	0.06%	98
2020 Q3	$228K	Hold	4,190	–	–	0.08%	94
2020 Q2	$227K	Hold	4,190	–	–	0.09%	87
2020 Q1	$222K	Hold	4,190	–	–	0.09%	79
2019 Q4	$224K	Hold	4,190	–	–	0.17%	83
2019 Q3	$225K	Hold	4,190	–	–	0.17%	80
2019 Q2	$222K	Hold	4,190	–	–	0.17%	86
2019 Q1	$219K	Hold	4,190	–	–	0.19%	85
2018 Q4	$214K	Buy	+4,190	New	+$211K	0.21%	86

Other funds holding VTEB

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Drexel Morgan & Co's VTEB Position: Q3 2021 in Review

Drexel Morgan & Co sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2021, closing a stake of 4,190 shares — an estimated $232K sold.

Drexel Morgan & Co first reported a position in VTEB in Q4 2018 and held it in 11 quarters. The position peaked at $232K in Q2 2021. 639 funds tracked by Wall St. Rank hold VTEB as of Q3 2021.

Drexel Morgan & Co reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2021 after selling out during the quarter.
Drexel Morgan & Co sold 4,190 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2021, an estimated $232K.
Drexel Morgan & Co first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 11 quarters.
Drexel Morgan & Co's Vanguard Tax-Exempt Bond Index Fund position peaked at $232K in Q2 2021.
639 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2021.

Based on Drexel Morgan & Co's 13F filing for Q3 2021, filed 12 Nov 2021.