Mariner Independent Advisor Network’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mariner Independent Advisor Network’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	$2.56M	Sell	53,257 -42,500	-44%	-$2.12M	0.11%	192
2022 Q2	$4.81M	Buy	95,757 +33,945	+55%	+$1.7M	0.2%	123
2022 Q1	$3.18M	Buy	61,812 +26,426	+75%	+$1.41M	0.12%	172
2021 Q4	$1.94M	Sell	35,386 -1,390	-4%	-$76.2K	0.09%	225
2021 Q3	$2.01M	Buy	36,776 +23,728	+182%	+$1.31M	0.1%	226
2021 Q2	$721K	Buy	+13,048	New	+$719K	0.03%	381

Other funds holding VTEB

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

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

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

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

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

Mariner Independent Advisor Network's VTEB Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 44% in Q3 2022, selling an estimated $2.12M and leaving 53,257 shares worth $2.56M. The position accounts for 0.11% of the portfolio, ranked #192.

Mariner Independent Advisor Network first reported a position in VTEB in Q2 2021 and has held it in 6 quarters since. The position peaked at $4.81M in Q2 2022. 758 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

Mariner Independent Advisor Network held 53,257 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.56M as of Q3 2022.
Mariner Independent Advisor Network sold 42,500 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $2.12M.
Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #192 holding.
Mariner Independent Advisor Network first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and has held it in 6 quarters since.
Mariner Independent Advisor Network's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.81M in Q2 2022.
758 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.