Mangham Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mangham Associates’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 Q1	–	Sell	-27,056	Closed	-$1.49M	–	12
2021 Q4	$1.49M	Hold	27,056	–	–	0.98%	5
2021 Q3	$1.48M	Hold	27,056	–	–	0.95%	4
2021 Q2	$1.5M	Hold	27,056	–	–	0.95%	4
2021 Q1	$1.48M	Hold	27,056	–	–	1.43%	3
2020 Q4	$1.49M	Sell	27,056 -5,458	-17%	-$298K	1.43%	3
2020 Q3	$1.77M	Buy	32,514 +2,752	+9%	+$150K	1.9%	3
2020 Q2	$1.61M	Hold	29,762	–	–	1.72%	3
2020 Q1	$1.57M	Buy	29,762 +7,054	+31%	+$378K	1.82%	3
2019 Q4	$1.22M	Sell	22,708 -786	-3%	-$42.1K	1.04%	3
2019 Q3	$1.26M	Buy	23,494 +7,235	+44%	+$388K	0.94%	4
2019 Q2	$863K	Buy	16,259 +8,636	+113%	+$454K	0.62%	4
2019 Q1	$398K	Buy	+7,623	New	+$392K	0.3%	5
2018 Q2	–	Sell	-5,019	Closed	-$255K	–	6
2018 Q1	$255K	Hold	5,019	–	–	0.22%	4
2017 Q4	$260K	Buy	+5,019	New	+$259K	0.23%	5

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

RJA

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

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

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

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

Mangham Associates's VTEB Position: Q1 2022 in Review

Mangham Associates sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2022, closing a stake of 27,056 shares — an estimated $1.49M sold.

Mangham Associates first reported a position in VTEB in Q4 2017 and held it in 14 quarters. The position peaked at $1.77M in Q3 2020. 734 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

Mangham Associates reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2022 after selling out during the quarter.
Mangham Associates sold 27,056 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $1.49M.
Mangham Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and held it in 14 quarters.
Mangham Associates's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.77M in Q3 2020.
734 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on Mangham Associates's 13F filing for Q1 2022, filed 4 May 2022.