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

Melone Private 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
Q2 		– Sell
-15,000
Closed -$752K – 60
2022
Q1 		$752K Sell
15,000
-1,614
-10% -$85.9K 0.61% 38
2021
Q4 		$912K Buy
+16,614
New +$910K 0.69% 37

Other funds holding VTEB

Wealthfront Advisers
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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Melone Private Wealth's VTEB Position: Q2 2022 in Review

Melone Private Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2022, closing a stake of 15,000 shares — an estimated $752K sold.

Melone Private Wealth first reported a position in VTEB in Q4 2021 and held it in 2 quarters. The position peaked at $912K in Q4 2021. 767 funds tracked by Wall St. Rank hold VTEB as of Q2 2022.

  • Melone Private Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2022 after selling out during the quarter.
  • Melone Private Wealth sold 15,000 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2022, an estimated $752K.
  • Melone Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 2 quarters.
  • Melone Private Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $912K in Q4 2021.
  • 767 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2022.

Based on Melone Private Wealth's 13F filing for Q2 2022, filed 11 Jul 2022.