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Great Lakes Retirement’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Great Lakes Retirement’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
-700
Closed -$35.1K – 660
2024
Q2 		$35.1K Buy
+700
New +$35K ﹤0.01% 328

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Great Lakes Retirement's VTEB Position: Q3 2024 in Review

Great Lakes Retirement sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2024, closing a stake of 700 shares — an estimated $35.1K sold.

Great Lakes Retirement first reported a position in VTEB in Q2 2024 and held it in 1 quarter. The position peaked at $35.1K in Q2 2024. 1,101 funds tracked by Wall St. Rank hold VTEB as of Q3 2024.

  • Great Lakes Retirement reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 700 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2024, an estimated $35.1K.
  • Great Lakes Retirement first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and held it in 1 quarter.
  • Great Lakes Retirement's Vanguard Tax-Exempt Bond Index Fund position peaked at $35.1K in Q2 2024.
  • 1,101 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.