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

Kitching 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
2024
Q3 		– Sell
-49,508
Closed -$2.48M – 30
2024
Q2 		$2.48M Buy
49,508
+383
+0.8% +$19.2K 4.51% 8
2024
Q1 		$2.49M Buy
49,125
+310
+0.6% +$15.7K 4.72% 8
2023
Q4 		$2.49M Buy
+48,815
New +$2.39M 5.01% 8

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kitching Partners's VTEB Position: Q3 2024 in Review

Kitching Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2024, closing a stake of 49,508 shares — an estimated $2.48M sold.

Kitching Partners first reported a position in VTEB in Q4 2023 and held it in 3 quarters. The position peaked at $2.49M in Q4 2023. 1,101 funds tracked by Wall St. Rank hold VTEB as of Q3 2024.

  • Kitching Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2024 after selling out during the quarter.
  • Kitching Partners sold 49,508 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2024, an estimated $2.48M.
  • Kitching Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 3 quarters.
  • Kitching Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.49M in Q4 2023.
  • 1,101 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2024.

Based on Kitching Partners's 13F filing for Q3 2024, filed 14 Nov 2024.