KA
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Kovack Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Kovack Advisors’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
Q3 		– Sell
-6,184
Closed -$309K – 646
2022
Q2 		$309K Sell
6,184
-1,080
-15% -$54.1K 0.04% 440
2022
Q1 		$374K Sell
7,264
-465
-6% -$24.7K 0.04% 464
2021
Q4 		$424K Buy
7,729
+577
+8% +$31.6K 0.04% 423
2021
Q3 		$392K Buy
7,152
+23
+0.3% +$1.27K 0.04% 433
2021
Q2 		$394K Buy
7,129
+2,916
+69% +$161K 0.04% 424
2021
Q1 		$230K Buy
4,213
+11
+0.3% +$604 0.03% 550
2020
Q4 		$232K Buy
4,202
+23
+0.6% +$1.26K 0.03% 479
2020
Q3 		$227K Buy
4,179
+19
+0.5% +$1.04K 0.04% 389
2020
Q2 		$225K Buy
4,160
+20
+0.5% +$1.07K 0.04% 381
2020
Q1 		$219K Buy
+4,140
New +$222K 0.05% 355

Other funds holding VTEB

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return