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

Kooman & 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
2023
Q3 		– Sell
-5,669
Closed -$285K – 43
2023
Q2 		$285K Hold
5,669
– – 0.14% 32
2023
Q1 		$287K Hold
5,669
– – 0.16% 32
2022
Q4 		$281K Buy
+5,669
New +$277K 0.28% 29

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Kooman & Associates's VTEB Position: Q3 2023 in Review

Kooman & Associates sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2023, closing a stake of 5,669 shares — an estimated $285K sold.

Kooman & Associates first reported a position in VTEB in Q4 2022 and held it in 3 quarters. The position peaked at $287K in Q1 2023. 921 funds tracked by Wall St. Rank hold VTEB as of Q3 2023.

  • Kooman & Associates reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2023 after selling out during the quarter.
  • Kooman & Associates sold 5,669 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2023, an estimated $285K.
  • Kooman & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and held it in 3 quarters.
  • Kooman & Associates's Vanguard Tax-Exempt Bond Index Fund position peaked at $287K in Q1 2023.
  • 921 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2023.

Based on Kooman & Associates's 13F filing for Q3 2023, filed 3 Nov 2023.