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Frontier Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Frontier Investment 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
2020
Q2 		$361K Buy
6,668
+180
+3% +$9.59K 0.02% 191
2020
Q1 		$343K Hold
6,488
– – 0.03% 175
2019
Q4 		$347K Sell
6,488
-716
-10% -$38.3K 0.02% 230
2019
Q3 		$386K Buy
+7,204
New +$386K 0.02% 176

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Frontier Investment Management's VTEB Position: Q2 2020 in Review

Frontier Investment Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.8% in Q2 2020, buying an estimated $9.59K and bringing the position to 6,668 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #191.

Frontier Investment Management first reported a position in VTEB in Q3 2019 and has held it in 4 quarters since. The position peaked at $386K in Q3 2019. 431 funds tracked by Wall St. Rank hold VTEB as of Q2 2020.

  • Frontier Investment Management held 6,668 shares of Vanguard Tax-Exempt Bond Index Fund worth $361K as of Q2 2020.
  • Frontier Investment Management bought 180 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2020, an estimated $9.59K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Frontier Investment Management's portfolio in Q2 2020, its #191 holding.
  • Frontier Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and has held it in 4 quarters since.
  • Frontier Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $386K in Q3 2019.
  • 431 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.