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Guidant Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$375K Hold
7,000
– – 0.14% 81
2019
Q2 		$371K Hold
7,000
– – 0.14% 82
2019
Q1 		$365K Buy
+7,000
New +$360K 0.14% 85

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Guidant Wealth Advisors's VTEB Position: Q3 2019 in Review

Guidant Wealth Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2019 at 7,000 shares worth $375K. The position accounts for 0.14% of the portfolio, ranked #81.

Guidant Wealth Advisors first reported a position in VTEB in Q1 2019 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold VTEB as of Q3 2019.

  • Guidant Wealth Advisors held 7,000 shares of Vanguard Tax-Exempt Bond Index Fund worth $375K as of Q3 2019.
  • Guidant Wealth Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2019.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.14% of Guidant Wealth Advisors's portfolio in Q3 2019, its #81 holding.
  • Guidant Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2019 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.