Financial Architects (New Jersey)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Financial Architects (New Jersey)’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	$225K	Hold	4,475	–	–	0.03%	300
2023 Q1	$227K	Buy	+4,475	New	+$225K	0.04%	295
2020 Q3	–	Sell	-332	Closed	-$18K	–	760
2020 Q2	$18K	Hold	332	–	–	﹤0.01%	558
2020 Q1	$18K	Hold	332	–	–	﹤0.01%	538
2019 Q4	$18K	Hold	332	–	–	﹤0.01%	589
2019 Q3	$18K	Hold	332	–	–	﹤0.01%	621
2019 Q2	$18K	Hold	332	–	–	﹤0.01%	749
2019 Q1	$17K	Hold	332	–	–	﹤0.01%	949
2018 Q4	$17K	Hold	332	–	–	﹤0.01%	853
2018 Q3	$17K	Hold	332	–	–	﹤0.01%	971
2018 Q2	$17K	Buy	+332	New	+$16.8K	﹤0.01%	854

Other funds holding VTEB

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 Palo Alto, California $52B AUM 24.53% 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

RJA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Financial Architects (New Jersey)'s VTEB Position: Q2 2023 in Review

Financial Architects (New Jersey) held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2023 at 4,475 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #300.

Financial Architects (New Jersey) first reported a position in VTEB in Q2 2018 and has held it in 11 quarters since. The position peaked at $227K in Q1 2023. 893 funds tracked by Wall St. Rank hold VTEB as of Q2 2023.

Financial Architects (New Jersey) held 4,475 shares of Vanguard Tax-Exempt Bond Index Fund worth $225K as of Q2 2023.
Financial Architects (New Jersey) left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2023.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #300 holding.
Financial Architects (New Jersey) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2018 and has held it in 11 quarters since.
Financial Architects (New Jersey)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $227K in Q1 2023.
893 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.