NHT
VTEB icon

New Hampshire Trust’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

New Hampshire Trust’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
Q2 		– Sell
-390
Closed -$19.8K – 343
2023
Q1 		$19.8K Buy
+390
New +$19.6K 0.01% 314

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

New Hampshire Trust's VTEB Position: Q2 2023 in Review

New Hampshire Trust sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2023, closing a stake of 390 shares — an estimated $19.8K sold.

New Hampshire Trust first reported a position in VTEB in Q1 2023 and held it in 1 quarter. The position peaked at $19.8K in Q1 2023. 891 funds tracked by Wall St. Rank hold VTEB as of Q2 2023.

  • New Hampshire Trust reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2023 after selling out during the quarter.
  • New Hampshire Trust sold 390 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2023, an estimated $19.8K.
  • New Hampshire Trust first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and held it in 1 quarter.
  • New Hampshire Trust's Vanguard Tax-Exempt Bond Index Fund position peaked at $19.8K in Q1 2023.
  • 891 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2023.

Based on New Hampshire Trust's 13F filing for Q2 2023, filed 11 Jul 2023.