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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CSIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Advisors's VTEB Position: Q1 2022 in Review

Financial Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2022, closing a stake of 10,150 shares — an estimated $557K sold.

Financial Advisors first reported a position in VTEB in Q4 2018 and held it in 13 quarters. The position peaked at $571K in Q2 2021. 735 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

Financial Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2022 after selling out during the quarter.
Financial Advisors sold 10,150 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $557K.
Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 13 quarters.
Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $571K in Q2 2021.
735 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on Financial Advisors's 13F filing for Q1 2022, filed 12 May 2022.