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Financial Planners of Cleveland’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Financial Planners of Cleveland’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
Q2 		– Sell
-167,953
Closed -$8.66M – 52
2022
Q1 		$8.66M Buy
167,953
+127,881
+319% +$6.81M 3.64% 11
2021
Q4 		$2.18M Buy
+40,072
New +$2.2M 0.89% 14

Other funds holding VTEB

Wealthfront Advisers
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Financial Planners of Cleveland's VTEB Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2022, closing a stake of 167,953 shares — an estimated $8.66M sold.

Financial Planners of Cleveland first reported a position in VTEB in Q4 2021 and held it in 2 quarters. The position peaked at $8.66M in Q1 2022. 768 funds tracked by Wall St. Rank hold VTEB as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 167,953 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2022, an estimated $8.66M.
  • Financial Planners of Cleveland first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's Vanguard Tax-Exempt Bond Index Fund position peaked at $8.66M in Q1 2022.
  • 768 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.