FNBOSM
VTEB icon

First National Bank of South Miami’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

First National Bank of South Miami’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
2021
Q2 		– Sell
-1,000
Closed -$55K – 336
2021
Q1 		$55K Buy
+1,000
New +$54.9K 0.04% 187

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First National Bank of South Miami's VTEB Position: Q2 2021 in Review

First National Bank of South Miami sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2021, closing a stake of 1,000 shares — an estimated $55K sold.

First National Bank of South Miami first reported a position in VTEB in Q1 2021 and held it in 1 quarter. The position peaked at $55K in Q1 2021. 618 funds tracked by Wall St. Rank hold VTEB as of Q2 2021.

  • First National Bank of South Miami reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2021 after selling out during the quarter.
  • First National Bank of South Miami sold 1,000 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2021, an estimated $55K.
  • First National Bank of South Miami first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and held it in 1 quarter.
  • First National Bank of South Miami's Vanguard Tax-Exempt Bond Index Fund position peaked at $55K in Q1 2021.
  • 618 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2021.

Based on First National Bank of South Miami's 13F filing for Q2 2021, filed 13 Jul 2021.