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

Hohimer 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
2022
Q4 		– Sell
-4,935
Closed -$238K – 202
2022
Q3 		$238K Sell
4,935
-2,053
-29% -$103K 0.08% 157
2022
Q2 		$349K Sell
6,988
-6,884
-50% -$345K 0.1% 156
2022
Q1 		$715K Sell
13,872
-670
-5% -$35.7K 0.14% 134
2021
Q4 		$799K Sell
14,542
-4,920
-25% -$270K 0.17% 129
2021
Q3 		$1.07M Buy
19,462
+2,605
+15% +$144K 0.22% 117
2021
Q2 		$932K Buy
16,857
+11,300
+203% +$623K 0.19% 128
2021
Q1 		$304K Buy
5,557
+1,458
+36% +$80.1K 0.07% 150
2020
Q4 		$226K Buy
+4,099
New +$224K 0.06% 165

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return