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

GFS 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
2017 Q4	$1.27M	Buy	+24,530	New	+$1.27M	0.43%	27

Other funds holding VTEB

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

GFS Private Wealth's VTEB Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2017: 24,530 shares worth $1.27M. The stake represents 0.43% of the portfolio and ranks #27 among its holdings.

158 funds tracked by Wall St. Rank hold VTEB as of Q4 2017.

GFS Private Wealth held 24,530 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.27M as of Q4 2017.
Vanguard Tax-Exempt Bond Index Fund was a new GFS Private Wealth position in Q4 2017.
Vanguard Tax-Exempt Bond Index Fund made up 0.43% of GFS Private Wealth's portfolio in Q4 2017, its #27 holding.
158 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.