GW
VTEB icon

GW & Wade’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

GW & Wade’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
2022
Q3 		– Sell
-4,275
Closed -$213K – 403
2022
Q2 		$213K Sell
4,275
-4,202
-50% -$211K 0.01% 361
2022
Q1 		$437K Buy
8,477
+63
+0.7% +$3.35K 0.02% 264
2021
Q4 		$462K Buy
8,414
+6
+0.1% +$329 0.02% 267
2021
Q3 		$460K Buy
8,408
+5
+0.1% +$276 0.02% 257
2021
Q2 		$465K Buy
8,403
+3
+0% +$165 0.02% 257
2021
Q1 		$459K Buy
+8,400
New +$462K 0.02% 233

Other funds holding VTEB

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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return