Heritage Wealth Management (Arizona)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$18.6K	Buy	375 +212	+130%	+$10.4K	﹤0.01%	678
2022 Q3	$8K	Sell	163 -8,534	-98%	-$427K	﹤0.01%	697
2022 Q2	$434K	Hold	8,697	–	–	0.14%	107
2022 Q1	$448K	Buy	+8,697	New	+$463K	0.12%	132
2021 Q3	$81K	Hold	1,483	–	–	0.03%	378
2021 Q2	$82K	Buy	+1,483	New	+$81.7K	0.03%	371

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VTEB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 130% in Q4 2022, buying an estimated $10.4K and bringing the position to 375 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Heritage Wealth Management (Arizona) first reported a position in VTEB in Q2 2021 and has held it in 6 quarters since. The position peaked at $448K in Q1 2022. 858 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

Heritage Wealth Management (Arizona) held 375 shares of Vanguard Tax-Exempt Bond Index Fund worth $18.6K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 212 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $10.4K.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #678 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $448K in Q1 2022.
858 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.