Edge Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Edge Advisors’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
2018 Q2	$1.32M	Buy	25,839 +9,493	+58%	+$482K	0.12%	141
2018 Q1	$830K	Sell	16,346 -55,729	-77%	-$2.84M	0.08%	182
2017 Q4	$3.72M	Buy	72,075 +15,347	+27%	+$793K	0.37%	71
2017 Q3	$2.93M	Buy	56,728 +12,573	+28%	+$650K	0.32%	81
2017 Q2	$2.27M	Sell	44,155 -129	-0.3%	-$6.6K	0.26%	94
2017 Q1	$2.24M	Buy	44,284 +11,930	+37%	+$601K	0.27%	85
2016 Q4	$1.63M	Buy	+32,354	New	+$1.64M	0.21%	114

Other funds holding VTEB

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Advisors's VTEB Position: Q2 2018 in Review

Edge Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 58% in Q2 2018, buying an estimated $482K and bringing the position to 25,839 shares worth $1.32M. The position accounts for 0.12% of the portfolio, ranked #141.

Edge Advisors first reported a position in VTEB in Q4 2016 and has held it in 7 quarters since. The position peaked at $3.72M in Q4 2017. 197 funds tracked by Wall St. Rank hold VTEB as of Q2 2018.

Edge Advisors held 25,839 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.32M as of Q2 2018.
Edge Advisors bought 9,493 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2018, an estimated $482K.
Vanguard Tax-Exempt Bond Index Fund made up 0.12% of Edge Advisors's portfolio in Q2 2018, its #141 holding.
Edge Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.72M in Q4 2017.
197 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.