JIP
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Jaffetilchin Investment Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q3 		– Hold
0
– – – 1350
2022
Q4 		– Sell
-5,694
Closed -$274K – 367
2022
Q3 		$274K Sell
5,694
-305
-5% -$15.2K 0.04% 266
2022
Q2 		$299K Buy
5,999
+7
+0.1% +$351 0.04% 252
2022
Q1 		$296K Sell
5,992
-244
-4% -$13K 0.03% 266
2021
Q4 		$342K Buy
6,236
+29
+0.5% +$1.59K 0.03% 261
2021
Q3 		$340K Sell
6,207
-7,382
-54% -$408K 0.04% 257
2021
Q2 		$751K Buy
13,589
+7,427
+121% +$409K 0.05% 208
2021
Q1 		$337K Sell
6,162
-1,242
-17% -$68.2K 0.04% 253
2020
Q4 		$409K Sell
7,404
-820
-10% -$44.8K 0.06% 186
2020
Q3 		$448K Buy
8,224
+38
+0.5% +$2.07K 0.08% 139
2020
Q2 		$443K Sell
8,186
-5,730
-41% -$305K 0.1% 129
2020
Q1 		$736K Buy
13,916
+380
+3% +$20.3K 0.26% 59
2019
Q4 		$725K Buy
13,536
+1,665
+14% +$89.1K 0.16% 95
2019
Q3 		$637K Buy
11,871
+941
+9% +$50.4K 0.15% 94
2019
Q2 		$580K Buy
10,930
+406
+4% +$21.3K 0.14% 108
2019
Q1 		$549K Buy
10,524
+846
+9% +$43.5K 0.12% 147
2018
Q4 		$494K Buy
+9,678
New +$488K 0.12% 126

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jaffetilchin Investment Partners's VTEB Position: Q3 2024 in Review

Jaffetilchin Investment Partners held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2024 at 0 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Jaffetilchin Investment Partners first reported a position in VTEB in Q4 2018 and has held it in 16 quarters since. The position peaked at $751K in Q2 2021. 1,102 funds tracked by Wall St. Rank hold VTEB as of Q3 2024.

  • Jaffetilchin Investment Partners held 0 shares of Vanguard Tax-Exempt Bond Index Fund worth $10 as of Q3 2024.
  • Jaffetilchin Investment Partners left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2024.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Jaffetilchin Investment Partners's portfolio in Q3 2024, its #1350 holding.
  • Jaffetilchin Investment Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and has held it in 16 quarters since.
  • Jaffetilchin Investment Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $751K in Q2 2021.
  • 1,102 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.