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

Gradient 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
2024 Q3	–	Sell	-2,788	Closed	-$140K	–	1274
2024 Q2	$140K	Buy	+2,788	New	+$140K	﹤0.01%	360
2024 Q1	–	Sell	-3,850	Closed	-$197K	–	1836
2023 Q4	$197K	Buy	3,850 +188	+5%	+$9.22K	﹤0.01%	339
2023 Q3	$176K	Buy	3,662 +2,673	+270%	+$132K	﹤0.01%	334
2023 Q2	$49.7K	Sell	989 -212	-18%	-$10.7K	﹤0.01%	507
2023 Q1	$60.8K	Buy	+1,201	New	+$60.3K	﹤0.01%	464
2022 Q2	–	Sell	-206	Closed	-$11K	–	1388
2022 Q1	$11K	Buy	+206	New	+$11K	﹤0.01%	759
2019 Q1	–	Sell	-316	Closed	-$16K	–	1013
2018 Q4	$16K	Buy	+316	New	+$15.9K	﹤0.01%	496

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gradient Investments's VTEB Position: Q3 2024 in Review

Gradient Investments sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2024, closing a stake of 2,788 shares — an estimated $140K sold.

Gradient Investments first reported a position in VTEB in Q4 2018 and held it in 7 quarters. The position peaked at $197K in Q4 2023. 1,104 funds tracked by Wall St. Rank hold VTEB as of Q3 2024.

Gradient Investments reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 2,788 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2024, an estimated $140K.
Gradient Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 7 quarters.
Gradient Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $197K in Q4 2023.
1,104 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.