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

Paracle 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 Q1	$1.02M	Buy	18,663 +1,656	+10%	+$91K	0.19%	49
2020 Q4	$938K	Buy	17,007 +10	+0.1%	+$546	0.18%	53
2020 Q3	$925K	Sell	16,997 -2,689	-14%	-$147K	0.2%	47
2020 Q2	$1.06M	Buy	19,686 +2,798	+17%	+$149K	0.25%	42
2020 Q1	$893K	Sell	16,888 -14,440	-46%	-$773K	0.24%	45
2019 Q4	$1.68M	Buy	31,328 +3,544	+13%	+$190K	0.39%	32
2019 Q3	$1.49M	Buy	27,784 +184	+0.7%	+$9.86K	0.36%	32
2019 Q2	$1.46M	Buy	27,600 +3,919	+17%	+$206K	0.36%	32
2019 Q1	$1.23M	Buy	23,681 +394	+2%	+$20.3K	0.32%	33
2018 Q4	$1.19M	Buy	23,287 +11,789	+103%	+$594K	0.35%	33
2018 Q3	$580K	Buy	11,498 +2,381	+26%	+$121K	0.17%	37
2018 Q2	$464K	Sell	9,117 -54	-0.6%	-$2.74K	0.14%	38
2018 Q1	$466K	Buy	+9,171	New	+$467K	0.15%	36

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

SCM

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

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 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Paracle Advisors's VTEB Position: Q1 2021 in Review

Paracle Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.7% in Q1 2021, buying an estimated $91K and bringing the position to 18,663 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #49.

Paracle Advisors first reported a position in VTEB in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.68M in Q4 2019. 578 funds tracked by Wall St. Rank hold VTEB as of Q1 2021.

Paracle Advisors held 18,663 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.02M as of Q1 2021.
Paracle Advisors bought 1,656 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2021, an estimated $91K.
Vanguard Tax-Exempt Bond Index Fund made up 0.19% of Paracle Advisors's portfolio in Q1 2021, its #49 holding.
Paracle Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2018 and has held it in 13 quarters since.
Paracle Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.68M in Q4 2019.
578 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.