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Hubbell Strickland Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Hubbell Strickland 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
2024
Q2 		– Sell
-4,239
Closed -$215K – 80
2024
Q1 		$215K Buy
4,239
+11
+0.3% +$558 0.11% 71
2023
Q4 		$216K Sell
4,228
-1,367
-24% -$67K 0.12% 68
2023
Q3 		$269K Sell
5,595
-586
-9% -$29K 0.16% 54
2023
Q2 		$310K Sell
6,181
-1,709
-22% -$85.9K 0.18% 50
2023
Q1 		$400K Buy
7,890
+159
+2% +$7.98K 0.24% 44
2022
Q4 		$383K Sell
7,731
-14,441
-65% -$706K 0.23% 44
2022
Q3 		$1.07M Sell
22,172
-37
-0.2% -$1.85K 0.74% 22
2022
Q2 		$1.11M Buy
22,209
+707
+3% +$35.4K 0.74% 22
2022
Q1 		$1.11M Buy
21,502
+57
+0.3% +$3.03K 0.66% 21
2021
Q4 		$1.18M Buy
21,445
+264
+1% +$14.5K 0.65% 23
2021
Q3 		$1.16M Buy
21,181
+487
+2% +$26.9K 0.7% 21
2021
Q2 		$1.14M Buy
20,694
+3,138
+18% +$173K 0.69% 21
2021
Q1 		$959K Sell
17,556
-352
-2% -$19.3K 0.62% 24
2020
Q4 		$988K Buy
17,908
+99
+0.6% +$5.4K 0.67% 22
2020
Q3 		$970K Sell
17,809
-360
-2% -$19.6K 0.76% 19
2020
Q2 		$984K Sell
18,169
-5,093
-22% -$271K 0.83% 18
2020
Q1 		$1.23M Sell
23,262
-3,857
-14% -$207K 1.25% 14
2019
Q4 		$1.45M Buy
27,119
+2,150
+9% +$115K 1.17% 14
2019
Q3 		$1.34M Buy
+24,969
New +$1.34M 1.16% 15

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hubbell Strickland Wealth Management's VTEB Position: Q2 2024 in Review

Hubbell Strickland Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2024, closing a stake of 4,239 shares — an estimated $215K sold.

Hubbell Strickland Wealth Management first reported a position in VTEB in Q3 2019 and held it in 19 quarters. The position peaked at $1.45M in Q4 2019. 1,084 funds tracked by Wall St. Rank hold VTEB as of Q2 2024.

  • Hubbell Strickland Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2024 after selling out during the quarter.
  • Hubbell Strickland Wealth Management sold 4,239 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2024, an estimated $215K.
  • Hubbell Strickland Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and held it in 19 quarters.
  • Hubbell Strickland Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.45M in Q4 2019.
  • 1,084 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2024.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.