Lumature Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Lumature Wealth Partners’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 Q4	–	Sell	-6,860	Closed	-$330K	–	404
2022 Q3	$330K	Sell	6,860 -2,845	-29%	-$142K	0.18%	97
2022 Q2	$484K	Sell	9,705 -860	-8%	-$43.1K	0.22%	76
2022 Q1	$545K	Sell	10,565 -5,375	-34%	-$286K	0.22%	88
2021 Q4	$875K	Sell	15,940 -6,206	-28%	-$340K	0.34%	68
2021 Q3	$1.21M	Sell	22,146 -26,350	-54%	-$1.46M	0.5%	41
2021 Q2	$2.68M	Buy	48,496 +50	+0.1%	+$2.75K	1.11%	15
2021 Q1	$2.65M	Buy	+48,446	New	+$2.66M	1.39%	15

Other funds holding VTEB

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Lumature Wealth Partners's VTEB Position: Q4 2022 in Review

Lumature Wealth Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022, closing a stake of 6,860 shares — an estimated $330K sold.

Lumature Wealth Partners first reported a position in VTEB in Q1 2021 and held it in 7 quarters. The position peaked at $2.68M in Q2 2021. 857 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

Lumature Wealth Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2022 after selling out during the quarter.
Lumature Wealth Partners sold 6,860 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $330K.
Lumature Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and held it in 7 quarters.
Lumature Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.68M in Q2 2021.
857 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Lumature Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.