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Intersect Capital’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Intersect Capital’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
Q1 		– Sell
-5,253
Closed -$290K – 340
2020
Q4 		$290K Hold
5,253
– – 0.06% 218
2020
Q3 		$286K Sell
5,253
-2,260
-30% -$123K 0.08% 173
2020
Q2 		$407K Buy
7,513
+243
+3% +$12.9K 0.13% 113
2020
Q1 		$385K Buy
7,270
+2,511
+53% +$134K 0.15% 109
2019
Q4 		$255K Buy
+4,759
New +$255K 0.09% 139

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
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Intersect Capital's VTEB Position: Q1 2021 in Review

Intersect Capital sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2021, closing a stake of 5,253 shares — an estimated $290K sold.

Intersect Capital first reported a position in VTEB in Q4 2019 and held it in 5 quarters. The position peaked at $407K in Q2 2020. 579 funds tracked by Wall St. Rank hold VTEB as of Q1 2021.

  • Intersect Capital reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2021 after selling out during the quarter.
  • Intersect Capital sold 5,253 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2021, an estimated $290K.
  • Intersect Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and held it in 5 quarters.
  • Intersect Capital's Vanguard Tax-Exempt Bond Index Fund position peaked at $407K in Q2 2020.
  • 579 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2021.

Based on Intersect Capital's 13F filing for Q1 2021, filed 20 Apr 2021.