MACRO Consulting Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

MACRO Consulting Group’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	$2.64M	Buy	47,765 +1,836	+4%	+$101K	1.36%	14
2021 Q1	$2.51M	Buy	45,929 +3,532	+8%	+$194K	1.36%	16
2020 Q4	$2.34M	Buy	42,397 +1,342	+3%	+$73.3K	1.36%	17
2020 Q3	$2.22M	Sell	41,055 -9	-0%	-$491	1.46%	15
2020 Q2	$2.22M	Buy	+41,064	New	+$2.19M	1.54%	11

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

MACRO Consulting Group's VTEB Position: Q2 2021 in Review

MACRO Consulting Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4% in Q2 2021, buying an estimated $101K and bringing the position to 47,765 shares worth $2.64M. The position accounts for 1.36% of the portfolio, ranked #14.

MACRO Consulting Group first reported a position in VTEB in Q2 2020 and has held it in 5 quarters since. 618 funds tracked by Wall St. Rank hold VTEB as of Q2 2021.

MACRO Consulting Group held 47,765 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.64M as of Q2 2021.
MACRO Consulting Group bought 1,836 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2021, an estimated $101K.
Vanguard Tax-Exempt Bond Index Fund made up 1.36% of MACRO Consulting Group's portfolio in Q2 2021, its #14 holding.
MACRO Consulting Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 5 quarters since.
618 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.