MWA
VTEB icon

Martel Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Martel Wealth Advisors’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
2024
Q1 		– Sell
-5,386
Closed -$275K – 57
2023
Q4 		$275K Sell
5,386
-431
-7% -$21.1K 0.06% 44
2023
Q3 		$280K Buy
5,817
+344
+6% +$17K 0.07% 41
2023
Q2 		$275K Sell
5,473
-1,584
-22% -$79.6K 0.07% 43
2023
Q1 		$358K Sell
7,057
-6,997
-50% -$351K 0.09% 36
2022
Q4 		$696K Sell
14,054
-30,447
-68% -$1.49M 0.19% 30
2022
Q3 		$2.2M Buy
44,501
+25,093
+129% +$1.25M 0.63% 20
2022
Q2 		$958K Sell
19,408
-22,510
-54% -$1.13M 0.26% 29
2022
Q1 		$2.31M Buy
41,918
+29,521
+238% +$1.57M 0.56% 22
2021
Q4 		$684K Sell
12,397
-1,124
-8% -$61.6K 0.16% 29
2021
Q3 		$746K Buy
13,521
+1,456
+12% +$80.5K 0.19% 29
2021
Q2 		$655K Buy
12,065
+20
+0.2% +$1.1K 0.16% 31
2021
Q1 		$654K Buy
12,045
+759
+7% +$41.7K 0.18% 29
2020
Q4 		$612K Sell
11,286
-2,997
-21% -$164K 0.18% 29
2020
Q3 		$778K Sell
14,283
-533
-4% -$29.1K 0.25% 22
2020
Q2 		$802K Buy
14,816
+1,098
+8% +$58.5K 0.28% 22
2020
Q1 		$726K Buy
13,718
+1,587
+13% +$85K 0.28% 22
2019
Q4 		$649K Buy
12,131
+11
+0.1% +$589 0.22% 25
2019
Q3 		$650K Buy
12,120
+223
+2% +$11.9K 0.23% 23
2019
Q2 		$631K Sell
11,897
-45
-0.4% -$2.36K 0.23% 23
2019
Q1 		$623K Buy
11,942
+373
+3% +$19.2K 0.23% 25
2018
Q4 		$591K Buy
+11,569
New +$583K 0.24% 23

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Martel Wealth Advisors's VTEB Position: Q1 2024 in Review

Martel Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2024, closing a stake of 5,386 shares — an estimated $275K sold.

Martel Wealth Advisors first reported a position in VTEB in Q4 2018 and held it in 21 quarters. The position peaked at $2.31M in Q1 2022. 1,055 funds tracked by Wall St. Rank hold VTEB as of Q1 2024.

  • Martel Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2024 after selling out during the quarter.
  • Martel Wealth Advisors sold 5,386 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2024, an estimated $275K.
  • Martel Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 21 quarters.
  • Martel Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.31M in Q1 2022.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2024.

Based on Martel Wealth Advisors's 13F filing for Q1 2024, filed 9 Oct 2024.