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Flagship Private Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Flagship Private Wealth’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
Q3 		– Sell
-749
Closed -$41.5K – 293
2021
Q2 		$41.5K Hold
749
– – 0.03% 142
2021
Q1 		$40.9K Hold
749
– – 0.03% 123
2020
Q4 		$41.5K Buy
+749
New +$40.9K 0.04% 124

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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Flagship Private Wealth's VTEB Position: Q3 2021 in Review

Flagship Private Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2021, closing a stake of 749 shares — an estimated $41.5K sold.

Flagship Private Wealth first reported a position in VTEB in Q4 2020 and held it in 3 quarters. The position peaked at $41.5K in Q4 2020. 638 funds tracked by Wall St. Rank hold VTEB as of Q3 2021.

  • Flagship Private Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 749 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2021, an estimated $41.5K.
  • Flagship Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $41.5K in Q4 2020.
  • 638 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.