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

MBL Wealth’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
-4,300
Closed -$215K – 175
2022
Q2 		$215K Sell
4,300
-100
-2% -$5.01K 0.05% 135
2022
Q1 		$227K Buy
+4,400
New +$234K 0.06% 152
2021
Q1 		$530K Sell
9,700
-800
-8% -$44K 0.18% 83
2020
Q4 		$579K Buy
+10,500
New +$573K 0.23% 65

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

MBL Wealth's VTEB Position: Q3 2022 in Review

MBL Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2022, closing a stake of 4,300 shares — an estimated $215K sold.

MBL Wealth first reported a position in VTEB in Q4 2020 and held it in 4 quarters. The position peaked at $579K in Q4 2020. 757 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

  • MBL Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2022 after selling out during the quarter.
  • MBL Wealth sold 4,300 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $215K.
  • MBL Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 4 quarters.
  • MBL Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $579K in Q4 2020.
  • 757 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on MBL Wealth's 13F filing for Q3 2022, filed 12 Jan 2023.