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FormulaFolio Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-6,015
Closed -$332K – 803
2020
Q4 		$332K Buy
+6,015
New +$328K 0.01% 511

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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FormulaFolio Investments's VTEB Position: Q1 2021 in Review

FormulaFolio Investments sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2021, closing a stake of 6,015 shares — an estimated $332K sold.

FormulaFolio Investments first reported a position in VTEB in Q4 2020 and held it in 1 quarter. The position peaked at $332K in Q4 2020. 578 funds tracked by Wall St. Rank hold VTEB as of Q1 2021.

  • FormulaFolio Investments reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 6,015 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2021, an estimated $332K.
  • FormulaFolio Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $332K in Q4 2020.
  • 578 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.