Key Bridge Compliance’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Key Bridge Compliance’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
2023 Q3	$244K	Buy	+5,071	New	+$251K	0.08%	104

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

RJA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Key Bridge Compliance's VTEB Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2023: 5,071 shares worth $244K. The stake represents 0.08% of the portfolio and ranks #104 among its holdings.

923 funds tracked by Wall St. Rank hold VTEB as of Q3 2023.

Key Bridge Compliance held 5,071 shares of Vanguard Tax-Exempt Bond Index Fund worth $244K as of Q3 2023.
Vanguard Tax-Exempt Bond Index Fund was a new Key Bridge Compliance position in Q3 2023.
Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Key Bridge Compliance's portfolio in Q3 2023, its #104 holding.
923 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.