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Nova R Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Nova R 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
2022
Q2 		– Sell
-8,620
Closed -$444K – 83
2022
Q1 		$444K Sell
8,620
-2,149
-20% -$114K 0.38% 40
2021
Q4 		$591K Buy
+10,769
New +$590K 0.48% 40

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Nova R Wealth's VTEB Position: Q2 2022 in Review

Nova R Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2022, closing a stake of 8,620 shares — an estimated $444K sold.

Nova R Wealth first reported a position in VTEB in Q4 2021 and held it in 2 quarters. The position peaked at $591K in Q4 2021. 767 funds tracked by Wall St. Rank hold VTEB as of Q2 2022.

  • Nova R Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2022 after selling out during the quarter.
  • Nova R Wealth sold 8,620 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2022, an estimated $444K.
  • Nova R Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 2 quarters.
  • Nova R Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $591K in Q4 2021.
  • 767 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2022.

Based on Nova R Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.