Klingman & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Klingman & Associates’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
2020 Q1	–	Sell	-7,017	Closed	-$376K	–	142
2019 Q4	$376K	Hold	7,017	–	–	0.06%	90
2019 Q3	$376K	Hold	7,017	–	–	0.07%	84
2019 Q2	$372K	Hold	7,017	–	–	0.07%	85
2019 Q1	$366K	Buy	+7,017	New	+$361K	0.07%	87

Other funds holding VTEB

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

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

RJA

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

CSIA

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Klingman & Associates's VTEB Position: Q1 2020 in Review

Klingman & Associates sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2020, closing a stake of 7,017 shares — an estimated $376K sold.

Klingman & Associates first reported a position in VTEB in Q1 2019 and held it in 4 quarters. The position peaked at $376K in Q4 2019. 411 funds tracked by Wall St. Rank hold VTEB as of Q1 2020.

Klingman & Associates reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2020 after selling out during the quarter.
Klingman & Associates sold 7,017 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2020, an estimated $376K.
Klingman & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2019 and held it in 4 quarters.
Klingman & Associates's Vanguard Tax-Exempt Bond Index Fund position peaked at $376K in Q4 2019.
411 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2020.

Based on Klingman & Associates's 13F filing for Q1 2020, filed 29 Apr 2020.