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

Monterey 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
2020
Q1 		– Sell
-11,513
Closed -$616K – 82
2019
Q4 		$616K Buy
+11,513
New +$616K 0.49% 29

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Monterey Private Wealth's VTEB Position: Q1 2020 in Review

Monterey Private Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2020, closing a stake of 11,513 shares — an estimated $616K sold.

Monterey Private Wealth first reported a position in VTEB in Q4 2019 and held it in 1 quarter. The position peaked at $616K in Q4 2019. 411 funds tracked by Wall St. Rank hold VTEB as of Q1 2020.

  • Monterey Private Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2020 after selling out during the quarter.
  • Monterey Private Wealth sold 11,513 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2020, an estimated $616K.
  • Monterey Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and held it in 1 quarter.
  • Monterey Private Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $616K in Q4 2019.
  • 411 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2020.

Based on Monterey Private Wealth's 13F filing for Q1 2020, filed 24 Feb 2021.