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Opus Capital Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Opus Capital Group’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
Q3 		– Sell
-4,456
Closed -$222K – 114
2022
Q2 		$222K Buy
+4,456
New +$223K 0.05% 103
2022
Q1 		– Sell
-3,691
Closed -$203K – 114
2021
Q4 		$203K Buy
+3,691
New +$202K 0.04% 102

Other funds holding VTEB

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
Northwestern Mutual Wealth Management
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Opus Capital Group's VTEB Position: Q3 2022 in Review

Opus Capital Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2022, closing a stake of 4,456 shares — an estimated $222K sold.

Opus Capital Group first reported a position in VTEB in Q4 2021 and held it in 2 quarters. The position peaked at $222K in Q2 2022. 757 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

  • Opus Capital Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2022 after selling out during the quarter.
  • Opus Capital Group sold 4,456 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $222K.
  • Opus Capital Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 2 quarters.
  • Opus Capital Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $222K in Q2 2022.
  • 757 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on Opus Capital Group's 13F filing for Q3 2022, filed 31 Oct 2022.