HCM
VTEB icon

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

Howard 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
2023
Q2 		– Sell
-7,679
Closed -$389K – 65
2023
Q1 		$389K Buy
+7,679
New +$385K 0.07% 37
2021
Q3 		– Sell
-31,037
Closed -$1.72M – 75
2021
Q2 		$1.72M Sell
31,037
-15,301
-33% -$843K 0.33% 21
2021
Q1 		$2.56M Sell
46,338
-1,629
-3% -$89.5K 0.46% 13
2020
Q4 		$2.65M Buy
47,967
+13,842
+41% +$756K 0.53% 13
2020
Q3 		$1.86M Buy
34,125
+14,647
+75% +$799K 0.43% 12
2020
Q2 		$1.05M Buy
19,478
+3,640
+23% +$194K 0.3% 17
2020
Q1 		$837K Hold
15,838
– – 0.35% 13
2019
Q4 		$855K Buy
+15,838
New +$848K 0.29% 15

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return