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Fusion Family Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Fusion Family 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
2018
Q4 		– Sell
-3
Closed -$1K – 274
2018
Q3 		$1K Hold
3
– – ﹤0.01% 264
2018
Q2 		$1K Hold
3
– – ﹤0.01% 287
2018
Q1 		$1K Buy
+3
New +$153 ﹤0.01% 269

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fusion Family Wealth's VTEB Position: Q4 2018 in Review

Fusion Family Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2018, closing a stake of 3 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in VTEB in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 252 funds tracked by Wall St. Rank hold VTEB as of Q4 2018.

  • Fusion Family Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2018 after selling out during the quarter.
  • Fusion Family Wealth sold 3 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2018, an estimated $1K.
  • Fusion Family Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2018 and held it in 3 quarters.
  • Fusion Family Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $1K in Q3 2018.
  • 252 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2018.

Based on Fusion Family Wealth's 13F filing for Q4 2018, filed 18 Jan 2019.