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LeJeune Puetz Investment Counsel’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

LeJeune Puetz Investment Counsel’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
Q1 		$281K Buy
5,550
+3,000
+118% +$151K 0.1% 136
2022
Q4 		$126K Buy
+2,550
New +$125K 0.05% 183

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LeJeune Puetz Investment Counsel's VTEB Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 118% in Q1 2023, buying an estimated $151K and bringing the position to 5,550 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #136.

LeJeune Puetz Investment Counsel first reported a position in VTEB in Q4 2022 and has held it in 2 quarters since. 877 funds tracked by Wall St. Rank hold VTEB as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 5,550 shares of Vanguard Tax-Exempt Bond Index Fund worth $281K as of Q1 2023.
  • LeJeune Puetz Investment Counsel bought 3,000 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2023, an estimated $151K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #136 holding.
  • LeJeune Puetz Investment Counsel first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 2 quarters since.
  • 877 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.