PPA
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Parametric Portfolio Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Parametric Portfolio Associates’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
Q1 		$11.6M Sell
224,055
-382,159
-63% -$20.3M 0.01% 1266
2021
Q4 		$33.3M Buy
606,214
+37,951
+7% +$2.08M 0.02% 713
2021
Q3 		$31.1M Buy
568,263
+533,770
+1,547% +$29.5M 0.02% 730
2021
Q2 		$1.91M Buy
34,493
+1,909
+6% +$105K ﹤0.01% 2468
2021
Q1 		$1.78M Buy
32,584
+4,452
+16% +$245K ﹤0.01% 2859
2020
Q4 		$1.55M Buy
28,132
+10,654
+61% +$582K ﹤0.01% 2819
2020
Q3 		$952K Buy
+17,478
New +$954K ﹤0.01% 2948

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return