MSH Capital Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

MSH Capital Advisors’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
2023 Q4	–	Sell	-17,367	Closed	-$835K	–	232
2023 Q3	$835K	Sell	17,367 -1,392	-7%	-$69K	0.33%	91
2023 Q2	$942K	Buy	18,759 +3,051	+19%	+$153K	0.35%	85
2023 Q1	$796K	Buy	15,708 +274	+2%	+$13.8K	0.34%	89
2022 Q4	$764K	Buy	15,434 +6,016	+64%	+$294K	0.35%	88
2022 Q3	$453K	Buy	+9,418	New	+$471K	0.22%	111

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

MSH Capital Advisors's VTEB Position: Q4 2023 in Review

MSH Capital Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2023, closing a stake of 17,367 shares — an estimated $835K sold.

MSH Capital Advisors first reported a position in VTEB in Q3 2022 and held it in 5 quarters. The position peaked at $942K in Q2 2023. 1,068 funds tracked by Wall St. Rank hold VTEB as of Q4 2023.

MSH Capital Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2023 after selling out during the quarter.
MSH Capital Advisors sold 17,367 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2023, an estimated $835K.
MSH Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and held it in 5 quarters.
MSH Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $942K in Q2 2023.
1,068 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2023.

Based on MSH Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2025.