Eaton Vance Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Eaton Vance 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	–	Sell	-24,382	Closed	-$1.22M	–	1568
2022 Q2	$1.22M	Hold	24,382	–	–	﹤0.01%	1214
2022 Q1	$1.26M	Buy	24,382 +23,803	+4,111%	+$1.27M	﹤0.01%	1309
2021 Q4	$32K	Buy	579 +111	+24%	+$6.08K	﹤0.01%	2268
2021 Q3	$4K	Hold	468	–	–	﹤0.01%	1852
2021 Q2	$26K	Buy	468 +386	+471%	+$21.3K	﹤0.01%	2370
2021 Q1	$4K	Buy	+82	New	+$4.5K	﹤0.01%	2673

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

Eaton Vance Management's VTEB Position: Q3 2022 in Review

Eaton Vance Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2022, closing a stake of 24,382 shares — an estimated $1.22M sold.

Eaton Vance Management first reported a position in VTEB in Q1 2021 and held it in 6 quarters. The position peaked at $1.26M in Q1 2022. 759 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

Eaton Vance Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2022 after selling out during the quarter.
Eaton Vance Management sold 24,382 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $1.22M.
Eaton Vance Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and held it in 6 quarters.
Eaton Vance Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.26M in Q1 2022.
759 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.