IBOK
VTEB icon

Independence Bank of Kentucky’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Independence Bank of Kentucky’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
2019
Q4 		– Sell
-71
Closed -$4K – 371
2019
Q3 		$4K Hold
71
– – ﹤0.01% 326
2019
Q2 		$4K Hold
71
– – ﹤0.01% 293
2019
Q1 		$4K Buy
+71
New +$3.65K ﹤0.01% 298

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CSIA
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 $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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Independence Bank of Kentucky's VTEB Position: Q4 2019 in Review

Independence Bank of Kentucky sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2019, closing a stake of 71 shares — an estimated $4K sold.

Independence Bank of Kentucky first reported a position in VTEB in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 389 funds tracked by Wall St. Rank hold VTEB as of Q4 2019.

  • Independence Bank of Kentucky reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2019 after selling out during the quarter.
  • Independence Bank of Kentucky sold 71 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2019, an estimated $4K.
  • Independence Bank of Kentucky first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2019 and held it in 3 quarters.
  • Independence Bank of Kentucky's Vanguard Tax-Exempt Bond Index Fund position peaked at $4K in Q3 2019.
  • 389 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2019.

Based on Independence Bank of Kentucky's 13F filing for Q4 2019, filed 31 Jan 2020.