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

Independence 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 Q3	$6.18M	Sell	113,507 -1,111	-1%	-$60.6K	1.33%	15
2020 Q2	$6.21M	Sell	114,618 -8,620	-7%	-$459K	1.42%	14
2020 Q1	$6.52M	Sell	123,238 -11,759	-9%	-$630K	1.8%	12
2019 Q4	$7.23M	Sell	134,997 -2,031	-1%	-$109K	1.75%	14
2019 Q3	$7.35M	Buy	137,028 +5,217	+4%	+$279K	1.79%	14
2019 Q2	$7M	Sell	131,811 -4,734	-3%	-$249K	1.79%	14
2019 Q1	$7.12M	Buy	136,545 +301	+0.2%	+$15.5K	2%	14
2018 Q4	$6.96M	Buy	136,244 +1,961	+1%	+$98.8K	2.31%	12
2018 Q3	$6.78M	Sell	134,283 -12,540	-9%	-$638K	2.02%	11
2018 Q2	$7.49M	Buy	146,823 +18,179	+14%	+$923K	2.39%	10
2018 Q1	$6.54M	Sell	128,644 -21,670	-14%	-$1.1M	2.16%	11
2017 Q4	$7.77M	Buy	150,314 +73,935	+97%	+$3.82M	2.62%	10
2017 Q3	$3.95M	Buy	76,379 +2,643	+4%	+$137K	1.57%	11
2017 Q2	$3.78M	Buy	73,736 +3,005	+4%	+$154K	1.51%	12
2017 Q1	$3.58M	Buy	70,731 +1,758	+3%	+$88.6K	1.5%	14
2016 Q4	$3.47M	Buy	+68,973	New	+$3.51M	1.53%	13

Other funds holding VTEB

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

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

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

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

Independence Advisors's VTEB Position: Q3 2020 in Review

Independence Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.97% in Q3 2020, selling an estimated $60.6K and leaving 113,507 shares worth $6.18M. The position accounts for 1.33% of the portfolio, ranked #15.

Independence Advisors first reported a position in VTEB in Q4 2016 and has held it in 16 quarters since. The position peaked at $7.77M in Q4 2017. 458 funds tracked by Wall St. Rank hold VTEB as of Q3 2020.

Independence Advisors held 113,507 shares of Vanguard Tax-Exempt Bond Index Fund worth $6.18M as of Q3 2020.
Independence Advisors sold 1,111 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2020, an estimated $60.6K.
Vanguard Tax-Exempt Bond Index Fund made up 1.33% of Independence Advisors's portfolio in Q3 2020, its #15 holding.
Independence Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2016 and has held it in 16 quarters since.
Independence Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $7.77M in Q4 2017.
458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.