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

Maryland 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
2022 Q3	–	Sell	-6,067	Closed	-$303K	–	230
2022 Q2	$303K	Hold	6,067	–	–	0.02%	189
2022 Q1	$313K	Hold	6,067	–	–	0.02%	202
2021 Q4	$333K	Hold	6,067	–	–	0.02%	209
2021 Q3	$332K	Hold	6,067	–	–	0.02%	195
2021 Q2	$336K	Hold	6,067	–	–	0.02%	197
2021 Q1	$332K	Buy	+6,067	New	+$333K	0.02%	190

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

Maryland Capital Management's VTEB Position: Q3 2022 in Review

Maryland Capital Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2022, closing a stake of 6,067 shares — an estimated $303K sold.

Maryland Capital Management first reported a position in VTEB in Q1 2021 and held it in 6 quarters. The position peaked at $336K in Q2 2021. 758 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

Maryland Capital Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2022 after selling out during the quarter.
Maryland Capital Management sold 6,067 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $303K.
Maryland Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and held it in 6 quarters.
Maryland Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $336K in Q2 2021.
758 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.