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

Financial Advisors Network’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
2021 Q1	–	Sell	-4,206	Closed	-$232K	–	130
2020 Q4	$232K	Hold	4,206	–	–	0.08%	107
2020 Q3	$229K	Hold	4,206	–	–	0.09%	100
2020 Q2	$228K	Hold	4,206	–	–	0.09%	97
2020 Q1	$222K	Hold	4,206	–	–	0.11%	90
2019 Q4	$225K	Hold	4,206	–	–	0.1%	100
2019 Q3	$226K	Hold	4,206	–	–	0.12%	102
2019 Q2	$226K	Hold	4,206	–	–	0.12%	97
2019 Q1	$223K	Hold	4,206	–	–	0.13%	92
2018 Q4	$215K	Buy	+4,206	New	+$212K	0.13%	90
2017 Q4	$474K	Buy	+9,179	New	+$474K	0.32%	60
2017 Q1	–	Sell	-6,503	Closed	-$327K	–	449
2016 Q4	$327K	Buy	+6,503	New	+$331K	0.28%	60

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Financial Advisors Network's VTEB Position: Q1 2021 in Review

Financial Advisors Network sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2021, closing a stake of 4,206 shares — an estimated $232K sold.

Financial Advisors Network first reported a position in VTEB in Q4 2016 and held it in 11 quarters. The position peaked at $474K in Q4 2017. 578 funds tracked by Wall St. Rank hold VTEB as of Q1 2021.

Financial Advisors Network reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2021 after selling out during the quarter.
Financial Advisors Network sold 4,206 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2021, an estimated $232K.
Financial Advisors Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2016 and held it in 11 quarters.
Financial Advisors Network's Vanguard Tax-Exempt Bond Index Fund position peaked at $474K in Q4 2017.
578 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2021.

Based on Financial Advisors Network's 13F filing for Q1 2021, filed 14 May 2021.