Kerntke Otto McGlone Wealth Management Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 Q3	–	Sell	-8,790	Closed	-$486K	–	127
2021 Q2	$486K	Buy	8,790 +471	+6%	+$25.9K	0.19%	85
2021 Q1	$455K	Buy	8,319 +296	+4%	+$16.3K	0.24%	83
2020 Q4	$443K	Buy	+8,023	New	+$438K	0.26%	77

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's VTEB Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2021, closing a stake of 8,790 shares — an estimated $486K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in VTEB in Q4 2020 and held it in 3 quarters. The position peaked at $486K in Q2 2021. 638 funds tracked by Wall St. Rank hold VTEB as of Q3 2021.

Kerntke Otto McGlone Wealth Management Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2021 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 8,790 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2021, an estimated $486K.
Kerntke Otto McGlone Wealth Management Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 3 quarters.
Kerntke Otto McGlone Wealth Management Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $486K in Q2 2021.
638 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.