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Endurance Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Endurance Wealth 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
2023
Q2 		$48K Hold
961
– – 0.01% 340
2023
Q1 		$49K Hold
961
– – 0.01% 350
2022
Q4 		$48K Buy
+961
New +$47K 0.01% 332

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Endurance Wealth Management's VTEB Position: Q2 2023 in Review

Endurance Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2023 at 961 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #340.

Endurance Wealth Management first reported a position in VTEB in Q4 2022 and has held it in 3 quarters since. The position peaked at $49K in Q1 2023. 893 funds tracked by Wall St. Rank hold VTEB as of Q2 2023.

  • Endurance Wealth Management held 961 shares of Vanguard Tax-Exempt Bond Index Fund worth $48K as of Q2 2023.
  • Endurance Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2023.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #340 holding.
  • Endurance Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 3 quarters since.
  • Endurance Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $49K in Q1 2023.
  • 893 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.