Econ Financial Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Econ Financial Services’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 Q4	–	Sell	-22,586	Closed	-$1.09M	–	78
2022 Q3	$1.09M	Sell	22,586 -17,995	-44%	-$900K	0.9%	44
2022 Q2	$2.03M	Sell	40,581 -1,334	-3%	-$66.9K	1.64%	27
2022 Q1	$2.16M	Buy	41,915 +7,344	+21%	+$391K	1.6%	27
2021 Q4	$1.9M	Buy	+34,571	New	+$1.89M	1.4%	23

Other funds holding VTEB

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Econ Financial Services's VTEB Position: Q4 2022 in Review

Econ Financial Services sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022, closing a stake of 22,586 shares — an estimated $1.09M sold.

Econ Financial Services first reported a position in VTEB in Q4 2021 and held it in 4 quarters. The position peaked at $2.16M in Q1 2022. 856 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

Econ Financial Services reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2022 after selling out during the quarter.
Econ Financial Services sold 22,586 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $1.09M.
Econ Financial Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 4 quarters.
Econ Financial Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.16M in Q1 2022.
856 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Econ Financial Services's 13F filing for Q4 2022, filed 26 Jan 2023.