Horiko Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Horiko Capital 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
2020 Q2	–	Sell	-44,300	Closed	-$2.34M	–	31
2020 Q1	$2.34M	Hold	44,300	–	–	2.04%	15
2019 Q4	$2.37M	Buy	44,300 +1,100	+3%	+$58.9K	1.6%	21
2019 Q3	$2.32M	Hold	43,200	–	–	1.75%	22
2019 Q2	$2.29M	Hold	43,200	–	–	1.74%	21
2019 Q1	$2.25M	Buy	43,200 +2,400	+6%	+$123K	1.86%	22
2018 Q4	$2.08M	Buy	+40,800	New	+$2.06M	2.21%	19

Other funds holding VTEB

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

CSIA

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

RJA

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Horiko Capital Management's VTEB Position: Q2 2020 in Review

Horiko Capital Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2020, closing a stake of 44,300 shares — an estimated $2.34M sold.

Horiko Capital Management first reported a position in VTEB in Q4 2018 and held it in 6 quarters. The position peaked at $2.37M in Q4 2019. 431 funds tracked by Wall St. Rank hold VTEB as of Q2 2020.

Horiko Capital Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2020 after selling out during the quarter.
Horiko Capital Management sold 44,300 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2020, an estimated $2.34M.
Horiko Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 6 quarters.
Horiko Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.37M in Q4 2019.
431 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2020.

Based on Horiko Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.