Legacy Wealth Partners (California)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Legacy Wealth Partners (California)’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
2021 Q2	$2M	Sell	36,118 -77	-0.2%	-$4.24K	1.11%	19
2021 Q1	$1.98M	Buy	36,195 +4,451	+14%	+$245K	1.16%	16
2020 Q4	$1.75M	Sell	31,744 -9,115	-22%	-$498K	1.1%	18
2020 Q3	$2.22M	Buy	40,859 +13,666	+50%	+$746K	1.57%	14
2020 Q2	$1.47M	Sell	27,193 -5,556	-17%	-$296K	1.11%	21
2020 Q1	$1.73M	Sell	32,749 -6,808	-17%	-$365K	1.61%	18
2019 Q4	$2.15M	Buy	+39,557	New	+$2.12M	1.56%	19

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Wealth Partners (California)'s VTEB Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.21% in Q2 2021, selling an estimated $4.24K and leaving 36,118 shares worth $2M. The position accounts for 1.11% of the portfolio, ranked #19.

Legacy Wealth Partners (California) first reported a position in VTEB in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.22M in Q3 2020. 617 funds tracked by Wall St. Rank hold VTEB as of Q2 2021.

Legacy Wealth Partners (California) held 36,118 shares of Vanguard Tax-Exempt Bond Index Fund worth $2M as of Q2 2021.
Legacy Wealth Partners (California) sold 77 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2021, an estimated $4.24K.
Vanguard Tax-Exempt Bond Index Fund made up 1.11% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #19 holding.
Legacy Wealth Partners (California) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 7 quarters since.
Legacy Wealth Partners (California)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $2.22M in Q3 2020.
617 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.