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

Huber 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
2020 Q1	$502K	Sell	9,499 -521	-5%	-$27.9K	0.19%	63
2019 Q4	$536K	Sell	10,020 -380	-4%	-$20.3K	0.19%	66
2019 Q3	$558K	Sell	10,400 -136	-1%	-$7.29K	0.22%	56
2019 Q2	$559K	Sell	10,536 -205	-2%	-$10.8K	0.24%	53
2019 Q1	$560K	Buy	10,741 +1,332	+14%	+$68.5K	0.27%	56
2018 Q4	$480K	Buy	9,409 +3,339	+55%	+$168K	0.26%	52
2018 Q3	$307K	Sell	6,070 -1,322	-18%	-$67.3K	0.24%	74
2018 Q2	$376K	Buy	7,392 +3,284	+80%	+$167K	0.34%	57
2018 Q1	$209K	Buy	+4,108	New	+$209K	0.21%	89

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Huber Financial Advisors's VTEB Position: Q1 2020 in Review

Huber Financial Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.2% in Q1 2020, selling an estimated $27.9K and leaving 9,499 shares worth $502K. The position accounts for 0.19% of the portfolio, ranked #63.

Huber Financial Advisors first reported a position in VTEB in Q1 2018 and has held it in 9 quarters since. The position peaked at $560K in Q1 2019. 411 funds tracked by Wall St. Rank hold VTEB as of Q1 2020.

Huber Financial Advisors held 9,499 shares of Vanguard Tax-Exempt Bond Index Fund worth $502K as of Q1 2020.
Huber Financial Advisors sold 521 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2020, an estimated $27.9K.
Vanguard Tax-Exempt Bond Index Fund made up 0.19% of Huber Financial Advisors's portfolio in Q1 2020, its #63 holding.
Huber Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2018 and has held it in 9 quarters since.
Huber Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $560K in Q1 2019.
411 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.