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

Emerald 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
2022 Q2	–	Sell	-9,757	Closed	-$503K	–	97
2022 Q1	$503K	Sell	9,757 -3,012	-24%	-$160K	0.12%	55
2021 Q4	$701K	Sell	12,769 -24,865	-66%	-$1.36M	0.17%	35
2021 Q3	$2.06M	Buy	37,634 +4,848	+15%	+$268K	0.59%	19
2021 Q2	$1.81M	Buy	32,786 +5,722	+21%	+$315K	0.57%	20
2021 Q1	$1.48M	Buy	27,064 +670	+3%	+$36.8K	0.54%	23
2020 Q4	$1.46M	Sell	26,394 -3,911	-13%	-$214K	0.5%	20
2020 Q3	$1.65M	Buy	30,305 +2,449	+9%	+$134K	0.63%	19
2020 Q2	$1.51M	Buy	27,856 +1,586	+6%	+$84.5K	0.67%	17
2020 Q1	$1.39M	Buy	+26,270	New	+$1.41M	0.63%	15

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

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

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Emerald Advisors's VTEB Position: Q2 2022 in Review

Emerald Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2022, closing a stake of 9,757 shares — an estimated $503K sold.

Emerald Advisors first reported a position in VTEB in Q1 2020 and held it in 9 quarters. The position peaked at $2.06M in Q3 2021. 767 funds tracked by Wall St. Rank hold VTEB as of Q2 2022.

Emerald Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2022 after selling out during the quarter.
Emerald Advisors sold 9,757 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2022, an estimated $503K.
Emerald Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and held it in 9 quarters.
Emerald Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.06M in Q3 2021.
767 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2022.

Based on Emerald Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.