Hoover Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Hoover Financial Advisors’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
2021 Q2	$16K	Buy	292 +2	+0.7%	+$110	﹤0.01%	425
2021 Q1	$16K	Hold	290	–	–	﹤0.01%	383
2020 Q4	$16K	Buy	+290	New	+$15.8K	﹤0.01%	361
2020 Q3	–	Sell	-289	Closed	-$16K	–	471
2020 Q2	$16K	Buy	+289	New	+$15.4K	0.01%	302

Other funds holding VTEB

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RJA

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hoover Financial Advisors's VTEB Position: Q2 2021 in Review

Hoover Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.69% in Q2 2021, buying an estimated $110 and bringing the position to 292 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Hoover Financial Advisors first reported a position in VTEB in Q2 2020 and has held it in 4 quarters since. 617 funds tracked by Wall St. Rank hold VTEB as of Q2 2021.

Hoover Financial Advisors held 292 shares of Vanguard Tax-Exempt Bond Index Fund worth $16K as of Q2 2021.
Hoover Financial Advisors bought 2 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2021, an estimated $110.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #425 holding.
Hoover Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 4 quarters since.
617 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.