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Formidable Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Formidable Asset Management’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
2024
Q3 		– Sell
-6,443
Closed -$323K – 413
2024
Q2 		$323K Buy
+6,443
New +$322K 0.05% 293
2019
Q2 		– Sell
-10,734
Closed -$1.44M – 340
2019
Q1 		$1.44M Buy
+10,734
New +$552K 0.56% 40

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Formidable Asset Management's VTEB Position: Q3 2024 in Review

Formidable Asset Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2024, closing a stake of 6,443 shares — an estimated $323K sold.

Formidable Asset Management first reported a position in VTEB in Q1 2019 and held it in 2 quarters. The position peaked at $1.44M in Q1 2019. 1,104 funds tracked by Wall St. Rank hold VTEB as of Q3 2024.

  • Formidable Asset Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2024 after selling out during the quarter.
  • Formidable Asset Management sold 6,443 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2024, an estimated $323K.
  • Formidable Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2019 and held it in 2 quarters.
  • Formidable Asset Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.44M in Q1 2019.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2024.

Based on Formidable Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.