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Northern Capital Management (Washington)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Northern Capital Management (Washington)’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
2024
Q2 		– Sell
-5,944
Closed -$301K – 41
2024
Q1 		$301K Buy
+5,944
New +$301K 0.21% 28

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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Capital Management (Washington)'s VTEB Position: Q2 2024 in Review

Northern Capital Management (Washington) sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2024, closing a stake of 5,944 shares — an estimated $301K sold.

Northern Capital Management (Washington) first reported a position in VTEB in Q1 2024 and held it in 1 quarter. The position peaked at $301K in Q1 2024. 1,084 funds tracked by Wall St. Rank hold VTEB as of Q2 2024.

  • Northern Capital Management (Washington) reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2024 after selling out during the quarter.
  • Northern Capital Management (Washington) sold 5,944 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2024, an estimated $301K.
  • Northern Capital Management (Washington) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and held it in 1 quarter.
  • Northern Capital Management (Washington)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $301K in Q1 2024.
  • 1,084 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2024.

Based on Northern Capital Management (Washington)'s 13F filing for Q2 2024, filed 12 Aug 2024.