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	–	296
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HBW Advisory Services's VTEB Position: Q2 2024 in Review

HBW Advisory Services sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2024, closing a stake of 8,356 shares — an estimated $427K sold.

HBW Advisory Services first reported a position in VTEB in Q2 2022 and held it in 6 quarters. The position peaked at $1.59M in Q3 2022. 1,086 funds tracked by Wall St. Rank hold VTEB as of Q2 2024.

HBW Advisory Services reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2024 after selling out during the quarter.
HBW Advisory Services sold 8,356 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2024, an estimated $427K.
HBW Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 6 quarters.
HBW Advisory Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.59M in Q3 2022.
1,086 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2024.

Based on HBW Advisory Services's 13F filing for Q2 2024, filed 5 Jul 2024.