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

Palo Capital’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
2018
Q2 		– Sell
-4,789
Closed -$243K – 178
2018
Q1 		$243K Buy
+4,789
New +$244K 0.09% 158

Other funds holding VTEB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Palo Capital's VTEB Position: Q2 2018 in Review

Palo Capital sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2018, closing a stake of 4,789 shares — an estimated $243K sold.

Palo Capital first reported a position in VTEB in Q1 2018 and held it in 1 quarter. The position peaked at $243K in Q1 2018. 196 funds tracked by Wall St. Rank hold VTEB as of Q2 2018.

  • Palo Capital reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2018 after selling out during the quarter.
  • Palo Capital sold 4,789 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2018, an estimated $243K.
  • Palo Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2018 and held it in 1 quarter.
  • Palo Capital's Vanguard Tax-Exempt Bond Index Fund position peaked at $243K in Q1 2018.
  • 196 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2018.

Based on Palo Capital's 13F filing for Q2 2018, filed 13 Jul 2018.