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VTEB icon

HBW Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

HBW Advisory Services’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
Q2 		– Sell
-8,356
Closed -$427K – 369
2024
Q1 		$427K Hold
8,356
– – 0.08% 187
2023
Q4 		$427K Buy
+8,356
New +$410K 0.08% 187
2023
Q3 		– Sell
-4,695
Closed -$236K – 339
2023
Q2 		$236K Buy
+4,695
New +$236K 0.05% 261
2023
Q1 		– Sell
-31,314
Closed -$1.55M – 297
2022
Q4 		$1.55M Sell
31,314
-1,696
-5% -$82.9K 0.41% 73
2022
Q3 		$1.59M Buy
33,010
+4,781
+17% +$239K 0.44% 67
2022
Q2 		$1.41M Buy
+28,229
New +$1.42M 0.36% 76

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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