Mid Atlantic Financial Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$297K	Sell	5,419 -1,180	-18%	-$65.2K	0.02%	673
2021 Q2	$365K	Buy	+6,599	New	+$364K	0.02%	587
2019 Q3	–	Sell	-5,025	Closed	-$267K	–	764
2019 Q2	$267K	Buy	+5,025	New	+$264K	0.03%	556

Other funds holding VTEB

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mid Atlantic Financial Management's VTEB Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 18% in Q3 2021, selling an estimated $65.2K and leaving 5,419 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #673.

Mid Atlantic Financial Management first reported a position in VTEB in Q2 2019 and has held it in 3 quarters since. The position peaked at $365K in Q2 2021. 639 funds tracked by Wall St. Rank hold VTEB as of Q3 2021.

Mid Atlantic Financial Management held 5,419 shares of Vanguard Tax-Exempt Bond Index Fund worth $297K as of Q3 2021.
Mid Atlantic Financial Management sold 1,180 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2021, an estimated $65.2K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #673 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and has held it in 3 quarters since.
Mid Atlantic Financial Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $365K in Q2 2021.
639 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.