IFAM
VTEB icon

Institutional & Family Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Institutional & Family Asset 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
2020
Q3 		– Sell
-4,483
Closed -$243K – 903
2020
Q2 		$243K Buy
+4,483
New +$239K 0.05% 156

Other funds holding VTEB

Wealthfront Advisers
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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Institutional & Family Asset Management's VTEB Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2020, closing a stake of 4,483 shares — an estimated $243K sold.

Institutional & Family Asset Management first reported a position in VTEB in Q2 2020 and held it in 1 quarter. The position peaked at $243K in Q2 2020. 458 funds tracked by Wall St. Rank hold VTEB as of Q3 2020.

  • Institutional & Family Asset Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4,483 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2020, an estimated $243K.
  • Institutional & Family Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $243K in Q2 2020.
  • 458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.