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

Permit Capital 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
2022 Q1	$6.4M	Buy	+124,093	New	+$6.6M	2.46%	13

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Permit Capital Advisors's VTEB Position: Q1 2022 in Review

Permit Capital Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2022: 124,093 shares worth $6.4M. The stake represents 2.46% of the portfolio and ranks #13 among its holdings.

735 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

Permit Capital Advisors held 124,093 shares of Vanguard Tax-Exempt Bond Index Fund worth $6.4M as of Q1 2022.
Vanguard Tax-Exempt Bond Index Fund was a new Permit Capital Advisors position in Q1 2022.
Vanguard Tax-Exempt Bond Index Fund made up 2.46% of Permit Capital Advisors's portfolio in Q1 2022, its #13 holding.
735 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.