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VTEB icon

HeadInvest LLC’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-2,250
Closed -$107K – 697
2023
Q3 		$107K Buy
+2,250
New +$111K 0.02% 273
2022
Q4 		– Sell
-11,000
Closed -$530K – 225
2022
Q3 		$530K Hold
11,000
– – 0.13% 120
2022
Q2 		$549K Hold
11,000
– – 0.12% 126
2022
Q1 		$567K Hold
11,000
– – 0.11% 135
2021
Q4 		$604K Hold
11,000
– – 0.11% 135
2021
Q3 		$602K Hold
11,000
– – 0.11% 126
2021
Q2 		$608K Hold
11,000
– – 0.12% 132
2021
Q1 		$601K Buy
11,000
+1,000
+10% +$54.9K 0.12% 127
2020
Q4 		$552K Buy
+10,000
New +$546K 0.12% 125

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return