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Essex Savings Bank’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Essex Savings Bank’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
Q1 		– Sell
-15,420
Closed -$826K – 171
2019
Q4 		$826K Buy
+15,420
New +$825K 0.42% 62

Other funds holding VTEB

Wealthfront Advisers
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Northwestern Mutual Wealth Management
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essex Savings Bank's VTEB Position: Q1 2020 in Review

Essex Savings Bank sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2020, closing a stake of 15,420 shares — an estimated $826K sold.

Essex Savings Bank first reported a position in VTEB in Q4 2019 and held it in 1 quarter. The position peaked at $826K in Q4 2019. 411 funds tracked by Wall St. Rank hold VTEB as of Q1 2020.

  • Essex Savings Bank reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2020 after selling out during the quarter.
  • Essex Savings Bank sold 15,420 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2020, an estimated $826K.
  • Essex Savings Bank first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and held it in 1 quarter.
  • Essex Savings Bank's Vanguard Tax-Exempt Bond Index Fund position peaked at $826K in Q4 2019.
  • 411 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2020.

Based on Essex Savings Bank's 13F filing for Q1 2020, filed 28 Apr 2020.