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

Efficient 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
2020 Q3	–	Sell	-4,926	Closed	-$267K	–	49
2020 Q2	$267K	Sell	4,926 -121	-2%	-$6.45K	0.05%	48
2020 Q1	$267K	Sell	5,047 -153	-3%	-$8.19K	0.06%	49
2019 Q4	$278K	Buy	5,200 +219	+4%	+$11.7K	0.05%	50
2019 Q3	$267K	Sell	4,981 -55	-1%	-$2.95K	0.05%	50
2019 Q2	$267K	Buy	+5,036	New	+$265K	0.05%	50

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

RJA

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

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

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

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

Efficient Advisors's VTEB Position: Q3 2020 in Review

Efficient Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2020, closing a stake of 4,926 shares — an estimated $267K sold.

Efficient Advisors first reported a position in VTEB in Q2 2019 and held it in 5 quarters. The position peaked at $278K in Q4 2019. 458 funds tracked by Wall St. Rank hold VTEB as of Q3 2020.

Efficient Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2020 after selling out during the quarter.
Efficient Advisors sold 4,926 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2020, an estimated $267K.
Efficient Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and held it in 5 quarters.
Efficient Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $278K in Q4 2019.
458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2020.

Based on Efficient Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.