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IAM Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

IAM Advisory’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
2021
Q3 		– Sell
-20,085
Closed -$1.11M – 110
2021
Q2 		$1.11M Buy
+20,085
New +$1.11M 0.15% 30

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IAM Advisory's VTEB Position: Q3 2021 in Review

IAM Advisory sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2021, closing a stake of 20,085 shares — an estimated $1.11M sold.

IAM Advisory first reported a position in VTEB in Q2 2021 and held it in 1 quarter. The position peaked at $1.11M in Q2 2021. 640 funds tracked by Wall St. Rank hold VTEB as of Q3 2021.

  • IAM Advisory reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 20,085 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2021, an estimated $1.11M.
  • IAM Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.11M in Q2 2021.
  • 640 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.