Pacific Edge Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Pacific Edge 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
2021 Q3	$341K	Hold	6,230	–	–	0.17%	33
2021 Q2	$345K	Sell	6,230 -7,000	-53%	-$386K	0.18%	32
2021 Q1	$723K	Buy	13,230 +1,300	+11%	+$71.4K	0.35%	24
2020 Q4	$658K	Buy	11,930 +2,180	+22%	+$119K	0.34%	24
2020 Q3	$531K	Buy	9,750 +1,700	+21%	+$92.8K	0.31%	23
2020 Q2	$436K	Buy	8,050 +1,300	+19%	+$69.3K	0.26%	23
2020 Q1	$357K	Sell	6,750 -9,300	-58%	-$498K	0.25%	21
2019 Q4	$859K	Sell	16,050 -1,300	-7%	-$69.6K	0.52%	23
2019 Q3	$930K	Buy	17,350 +490	+3%	+$26.2K	0.61%	20
2019 Q2	$895K	Sell	16,860 -180	-1%	-$9.45K	0.59%	20
2019 Q1	$889K	Buy	+17,040	New	+$876K	0.54%	21
2018 Q4	–	Sell	-29,850	Closed	-$1.51M	–	47
2018 Q3	$1.51M	Buy	29,850 +6,100	+26%	+$310K	0.83%	15
2018 Q2	$1.21M	Buy	23,750 +6,750	+40%	+$343K	0.67%	15
2018 Q1	$864K	Buy	+17,000	New	+$866K	0.53%	14

Other funds holding VTEB

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RJA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pacific Edge Advisors's VTEB Position: Q3 2021 in Review

Pacific Edge Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2021 at 6,230 shares worth $341K. The position accounts for 0.17% of the portfolio, ranked #33.

Pacific Edge Advisors first reported a position in VTEB in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.51M in Q3 2018. 638 funds tracked by Wall St. Rank hold VTEB as of Q3 2021.

Pacific Edge Advisors held 6,230 shares of Vanguard Tax-Exempt Bond Index Fund worth $341K as of Q3 2021.
Pacific Edge Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2021.
Vanguard Tax-Exempt Bond Index Fund made up 0.17% of Pacific Edge Advisors's portfolio in Q3 2021, its #33 holding.
Pacific Edge Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2018 and has held it in 14 quarters since.
Pacific Edge Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.51M in Q3 2018.
638 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.