Legacy Bridge’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Legacy Bridge’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	-4,235	Closed	-$212K	–	299
2024 Q2	$212K	Hold	4,235	–	–	0.13%	127
2024 Q1	$214K	Hold	4,235	–	–	0.13%	132
2023 Q4	$216K	Buy	+4,235	New	+$208K	0.14%	134
2021 Q3	–	Sell	-639	Closed	-$35K	–	309
2021 Q2	$35K	Hold	639	–	–	0.02%	212
2021 Q1	$35K	Sell	639 -639	-50%	-$35.1K	0.02%	212
2020 Q4	$71K	Hold	1,278	–	–	0.05%	179
2020 Q3	$70K	Hold	1,278	–	–	0.06%	165
2020 Q2	$69K	Buy	1,278 +639	+100%	+$34K	0.08%	163
2020 Q1	$34K	Hold	639	–	–	0.04%	180
2019 Q4	$34K	Hold	639	–	–	0.03%	201
2019 Q3	$34K	Hold	639	–	–	0.03%	195
2019 Q2	$34K	Hold	639	–	–	0.03%	193
2019 Q1	$33K	Hold	639	–	–	0.03%	193
2018 Q4	$33K	Buy	+639	New	+$32.2K	0.04%	173

Other funds holding VTEB

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

RJA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Legacy Bridge's VTEB Position: Q3 2024 in Review

Legacy Bridge sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2024, closing a stake of 4,235 shares — an estimated $212K sold.

Legacy Bridge first reported a position in VTEB in Q4 2018 and held it in 14 quarters. The position peaked at $216K in Q4 2023. 1,104 funds tracked by Wall St. Rank hold VTEB as of Q3 2024.

Legacy Bridge reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2024 after selling out during the quarter.
Legacy Bridge sold 4,235 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2024, an estimated $212K.
Legacy Bridge first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 14 quarters.
Legacy Bridge's Vanguard Tax-Exempt Bond Index Fund position peaked at $216K in Q4 2023.
1,104 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2024.

Based on Legacy Bridge's 13F filing for Q3 2024, filed 7 Nov 2024.