Leo Brokerage’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Leo Brokerage’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 Q2	$1.15M	Buy	22,894 +1,079	+5%	+$54.2K	0.13%	117
2023 Q1	$1.11M	Buy	+21,815	New	+$1.1M	0.16%	115
2022 Q2	–	Sell	-51,774	Closed	-$2.67M	–	258
2022 Q1	$2.67M	Buy	+51,774	New	+$2.76M	0.43%	48
2021 Q3	$786K	Buy	14,347 +56	+0.4%	+$3.1K	0.15%	78
2021 Q2	$790K	Sell	14,291 -3,631	-20%	-$200K	0.16%	79
2021 Q1	$979K	Buy	+17,922	New	+$985K	0.28%	60

Other funds holding VTEB

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

CSIA

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Leo Brokerage's VTEB Position: Q2 2023 in Review

Leo Brokerage increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.9% in Q2 2023, buying an estimated $54.2K and bringing the position to 22,894 shares worth $1.15M. The position accounts for 0.13% of the portfolio, ranked #117.

Leo Brokerage first reported a position in VTEB in Q1 2021 and has held it in 6 quarters since. The position peaked at $2.67M in Q1 2022. 893 funds tracked by Wall St. Rank hold VTEB as of Q2 2023.

Leo Brokerage held 22,894 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.15M as of Q2 2023.
Leo Brokerage bought 1,079 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2023, an estimated $54.2K.
Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Leo Brokerage's portfolio in Q2 2023, its #117 holding.
Leo Brokerage first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and has held it in 6 quarters since.
Leo Brokerage's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.67M in Q1 2022.
893 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.