Manchester Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Manchester Capital Management’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 Q4	–	Sell	-1,859	Closed	-$89.4K	–	1089
2023 Q3	$89.4K	Hold	1,859	–	–	0.01%	363
2023 Q2	$93.4K	Hold	1,859	–	–	0.01%	359
2023 Q1	$94.2K	Hold	1,859	–	–	0.01%	368
2022 Q4	$92K	Hold	1,859	–	–	0.01%	330
2022 Q3	$89K	Hold	1,859	–	–	0.02%	307
2022 Q2	$93K	Hold	1,859	–	–	0.02%	311
2022 Q1	$96K	Hold	1,859	–	–	0.01%	343
2021 Q4	$102K	Hold	1,859	–	–	0.01%	337
2021 Q3	$102K	Buy	+1,859	New	+$103K	0.01%	354

Other funds holding VTEB

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CSIA

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Manchester Capital Management's VTEB Position: Q4 2023 in Review

Manchester Capital Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2023, closing a stake of 1,859 shares — an estimated $89.4K sold.

Manchester Capital Management first reported a position in VTEB in Q3 2021 and held it in 9 quarters. The position peaked at $102K in Q4 2021. 1,068 funds tracked by Wall St. Rank hold VTEB as of Q4 2023.

Manchester Capital Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2023 after selling out during the quarter.
Manchester Capital Management sold 1,859 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2023, an estimated $89.4K.
Manchester Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and held it in 9 quarters.
Manchester Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $102K in Q4 2021.
1,068 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2023.

Based on Manchester Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.