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

JBJ 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
2021 Q4	$6.71M	Sell	122,241 -29,682	-20%	-$1.63M	1.39%	11
2021 Q3	$8.32M	Sell	151,923 -11,773	-7%	-$651K	1.73%	12
2021 Q2	$9.05M	Buy	163,696 +38,764	+31%	+$2.14M	1.86%	11
2021 Q1	$6.83M	Buy	124,932 +7,547	+6%	+$415K	1.49%	12
2020 Q4	$6.48M	Buy	117,385 +30,360	+35%	+$1.66M	1.47%	12
2020 Q3	$4.74M	Buy	87,025 +48,651	+127%	+$2.66M	1.24%	12
2020 Q2	$2.08M	Buy	38,374 +3,425	+10%	+$182K	0.6%	19
2020 Q1	$1.85M	Buy	+34,949	New	+$1.87M	0.66%	18

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JBJ Investment Partners's VTEB Position: Q4 2021 in Review

JBJ Investment Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 20% in Q4 2021, selling an estimated $1.63M and leaving 122,241 shares worth $6.71M. The position accounts for 1.39% of the portfolio, ranked #11.

JBJ Investment Partners first reported a position in VTEB in Q1 2020 and has held it in 8 quarters since. The position peaked at $9.05M in Q2 2021. 723 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

JBJ Investment Partners held 122,241 shares of Vanguard Tax-Exempt Bond Index Fund worth $6.71M as of Q4 2021.
JBJ Investment Partners sold 29,682 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $1.63M.
Vanguard Tax-Exempt Bond Index Fund made up 1.39% of JBJ Investment Partners's portfolio in Q4 2021, its #11 holding.
JBJ Investment Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and has held it in 8 quarters since.
JBJ Investment Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $9.05M in Q2 2021.
723 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.