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Hart & Patterson Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$5.1M Buy
101,724
+10
+0% +$506 2.48% 15
2024
Q3 		$5.2M Sell
101,714
-1,537
-1% -$77.9K 2.46% 15
2024
Q2 		$5.17M Sell
103,251
-4,092
-4% -$205K 2.56% 15
2024
Q1 		$5.43M Sell
107,343
-705
-0.7% -$35.7K 2.69% 14
2023
Q4 		$5.52M Buy
+108,048
New +$5.3M 2.86% 11

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hart & Patterson Financial Group's VTEB Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.01% in Q4 2024, buying an estimated $506 and bringing the position to 101,724 shares worth $5.1M. The position accounts for 2.48% of the portfolio, ranked #15.

Hart & Patterson Financial Group first reported a position in VTEB in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.52M in Q4 2023. 1,222 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

  • Hart & Patterson Financial Group held 101,724 shares of Vanguard Tax-Exempt Bond Index Fund worth $5.1M as of Q4 2024.
  • Hart & Patterson Financial Group bought 10 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $506.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.48% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #15 holding.
  • Hart & Patterson Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.52M in Q4 2023.
  • 1,222 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.