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

Financial 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 Q1	–	Sell	-10,150	Closed	-$557K	–	91
2021 Q4	$557K	Sell	10,150 -183	-2%	-$10K	0.17%	43
2021 Q3	$566K	Hold	10,333	–	–	0.19%	39
2021 Q2	$571K	Hold	10,333	–	–	0.2%	37
2021 Q1	$565K	Hold	10,333	–	–	0.23%	34
2020 Q4	$570K	Hold	10,333	–	–	0.25%	29
2020 Q3	$563K	Hold	10,333	–	–	0.3%	28
2020 Q2	$559K	Hold	10,333	–	–	0.31%	26
2020 Q1	$547K	Hold	10,333	–	–	0.37%	23
2019 Q4	$553K	Hold	10,333	–	–	0.31%	26
2019 Q3	$554K	Hold	10,333	–	–	0.34%	26
2019 Q2	$548K	Buy	10,333 +497	+5%	+$26.1K	0.35%	24
2019 Q1	$513K	Sell	9,836 -95	-1%	-$4.88K	0.35%	27
2018 Q4	$507K	Buy	+9,931	New	+$500K	0.41%	23

Other funds holding VTEB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Creative Planning

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

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

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

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

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

JP Morgan Chase

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