MilWealth Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

MilWealth Group’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	-1,313	Closed	-$65.5K	–	70
2022 Q2	$65.5K	Hold	1,313	–	–	0.03%	35
2022 Q1	$67.7K	Hold	1,313	–	–	0.03%	36
2021 Q4	$72.1K	Hold	1,313	–	–	0.03%	33
2021 Q3	$71.9K	Hold	1,313	–	–	0.03%	34
2021 Q2	$72.6K	Hold	1,313	–	–	0.03%	32
2021 Q1	$71.7K	Hold	1,313	–	–	0.03%	28
2020 Q4	$72.5K	Hold	1,313	–	–	0.04%	28
2020 Q3	$71.5K	Hold	1,313	–	–	0.04%	27
2020 Q2	$71.1K	Sell	1,313 -4,505	-77%	-$240K	0.04%	28
2020 Q1	$308K	Hold	5,818	–	–	0.24%	15
2019 Q4	$311K	Hold	5,818	–	–	0.24%	12
2019 Q3	$312K	Hold	5,818	–	–	0.26%	12
2019 Q2	$309K	Hold	5,818	–	–	0.26%	12
2019 Q1	$303K	Sell	5,818 -32,382	-85%	-$1.66M	0.27%	12
2018 Q4	$1.95M	Buy	+38,200	New	+$1.92M	1.89%	8

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

MilWealth Group's VTEB Position: Q3 2022 in Review

MilWealth Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2022, closing a stake of 1,313 shares — an estimated $65.5K sold.

MilWealth Group first reported a position in VTEB in Q4 2018 and held it in 15 quarters. The position peaked at $1.95M in Q4 2018. 757 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

MilWealth Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2022 after selling out during the quarter.
MilWealth Group sold 1,313 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $65.5K.
MilWealth Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 15 quarters.
MilWealth Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.95M in Q4 2018.
757 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on MilWealth Group's 13F filing for Q3 2022, filed 9 May 2023.