Kings Point Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Kings Point Capital Management’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
2022 Q1	$77K	Sell	1,491 -1,237	-45%	-$65.8K	0.01%	310
2021 Q4	$150K	Buy	+2,728	New	+$149K	0.01%	247

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

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

SCM

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

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

RJA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Kings Point Capital Management's VTEB Position: Q1 2022 in Review

Kings Point Capital Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 45% in Q1 2022, selling an estimated $65.8K and leaving 1,491 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #310.

Kings Point Capital Management first reported a position in VTEB in Q4 2021 and has held it in 2 quarters since. The position peaked at $150K in Q4 2021. 733 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

Kings Point Capital Management held 1,491 shares of Vanguard Tax-Exempt Bond Index Fund worth $77K as of Q1 2022.
Kings Point Capital Management sold 1,237 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $65.8K.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #310 holding.
Kings Point Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 2 quarters since.
Kings Point Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $150K in Q4 2021.
733 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.