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Lloyd Park’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lloyd Park’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 		$1.4M Buy
29,105
+151
+0.5% +$7.55K 1.73% 13
2022
Q2 		$1.45M Buy
+28,954
New +$1.45M 1.51% 19
2022
Q1 		– Sell
-28,750
Closed -$1.58M – 103
2021
Q4 		$1.58M Buy
+28,750
New +$1.58M 0.88% 22

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Lloyd Park's VTEB Position: Q3 2022 in Review

Lloyd Park increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.52% in Q3 2022, buying an estimated $7.55K and bringing the position to 29,105 shares worth $1.4M. The position accounts for 1.73% of the portfolio, ranked #13.

Lloyd Park first reported a position in VTEB in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.58M in Q4 2021. 759 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

  • Lloyd Park held 29,105 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.4M as of Q3 2022.
  • Lloyd Park bought 151 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $7.55K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.73% of Lloyd Park's portfolio in Q3 2022, its #13 holding.
  • Lloyd Park first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 3 quarters since.
  • Lloyd Park's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.58M in Q4 2021.
  • 759 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.