Johanson Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Johanson Financial Advisors’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	$1.8M	Buy	32,716 +1,718	+6%	+$94.1K	0.55%	43
2021 Q3	$1.7M	Buy	30,998 +3,479	+13%	+$192K	0.58%	41
2021 Q2	$1.53M	Buy	27,519 +9,794	+55%	+$540K	0.52%	46
2021 Q1	$974K	Buy	17,725 +4,956	+39%	+$272K	0.36%	61
2020 Q4	$705K	Buy	12,769 +3,242	+34%	+$177K	0.28%	66
2020 Q3	$516K	Buy	9,527 +4,708	+98%	+$257K	0.23%	72
2020 Q2	$261K	Buy	+4,819	New	+$257K	0.13%	87

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

Johanson Financial Advisors's VTEB Position: Q4 2021 in Review

Johanson Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.5% in Q4 2021, buying an estimated $94.1K and bringing the position to 32,716 shares worth $1.8M. The position accounts for 0.55% of the portfolio, ranked #43.

Johanson Financial Advisors first reported a position in VTEB in Q2 2020 and has held it in 7 quarters since. 723 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

Johanson Financial Advisors held 32,716 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.8M as of Q4 2021.
Johanson Financial Advisors bought 1,718 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $94.1K.
Vanguard Tax-Exempt Bond Index Fund made up 0.55% of Johanson Financial Advisors's portfolio in Q4 2021, its #43 holding.
Johanson Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 7 quarters since.
723 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.