HFG Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

HFG Wealth Management’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 Q1	$410K	Buy	+8,095	New	+$406K	0.09%	63

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CSIA

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HFG Wealth Management's VTEB Position: Q1 2023 in Review

HFG Wealth Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2023: 8,095 shares worth $410K. The stake represents 0.09% of the portfolio and ranks #63 among its holdings.

876 funds tracked by Wall St. Rank hold VTEB as of Q1 2023.

HFG Wealth Management held 8,095 shares of Vanguard Tax-Exempt Bond Index Fund worth $410K as of Q1 2023.
Vanguard Tax-Exempt Bond Index Fund was a new HFG Wealth Management position in Q1 2023.
Vanguard Tax-Exempt Bond Index Fund made up 0.09% of HFG Wealth Management's portfolio in Q1 2023, its #63 holding.
876 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2023.

Based on HFG Wealth Management's 13F filing for Q1 2023, filed 28 Jun 2024.