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FineMark National Bank & Trust’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

FineMark National Bank & Trust’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
-7,280
Closed -$400K – 474
2021
Q4 		$400K Buy
+7,280
New +$399K 0.02% 332

Other funds holding VTEB

Wealthfront Advisers
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
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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FineMark National Bank & Trust's VTEB Position: Q1 2022 in Review

FineMark National Bank & Trust sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2022, closing a stake of 7,280 shares — an estimated $400K sold.

FineMark National Bank & Trust first reported a position in VTEB in Q4 2021 and held it in 1 quarter. The position peaked at $400K in Q4 2021. 734 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

  • FineMark National Bank & Trust reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2022 after selling out during the quarter.
  • FineMark National Bank & Trust sold 7,280 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $400K.
  • FineMark National Bank & Trust first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 1 quarter.
  • FineMark National Bank & Trust's Vanguard Tax-Exempt Bond Index Fund position peaked at $400K in Q4 2021.
  • 734 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on FineMark National Bank & Trust's 13F filing for Q1 2022, filed 16 May 2022.