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 New York $1.81T AUM 41.13% 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 $52B AUM 24.53% 1-Year Est. Return

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

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

RJA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Howard Capital Management's VTEB Position: Q2 2023 in Review

Howard Capital Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2023, closing a stake of 7,679 shares — an estimated $389K sold.

Howard Capital Management first reported a position in VTEB in Q4 2019 and held it in 8 quarters. The position peaked at $2.65M in Q4 2020. 893 funds tracked by Wall St. Rank hold VTEB as of Q2 2023.

Howard Capital Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2023 after selling out during the quarter.
Howard Capital Management sold 7,679 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2023, an estimated $389K.
Howard Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and held it in 8 quarters.
Howard Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.65M in Q4 2020.
893 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2023.

Based on Howard Capital Management's 13F filing for Q2 2023, filed 3 Aug 2023.