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Common Fund Bets
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Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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PCA
Personal Capital Advisors’s
Vanguard Tax-Exempt Bond Index Fund
VTEB
Stock Holding History
Personal 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
Q4
$12.6M
Buy
254,548
+21,932
+9%
+$1.07M
0.06%
160
2022
Q3
$11.2M
Sell
232,616
-18,482
-7%
-$924K
0.06%
154
2022
Q2
$12.5M
Sell
251,098
-20,001
-7%
-$1M
0.07%
149
2022
Q1
$14M
Buy
271,099
+3,279
+1%
+$175K
0.07%
143
2021
Q4
$14.7M
Buy
267,820
+9,219
+4%
+$505K
0.07%
142
2021
Q3
$14.2M
Buy
258,601
+19,915
+8%
+$1.1M
0.07%
135
2021
Q2
$13.2M
Buy
238,686
+36,508
+18%
+$2.01M
0.07%
137
2021
Q1
$11M
Buy
202,178
+18,585
+10%
+$1.02M
0.06%
145
2020
Q4
$10.1M
Buy
183,593
+18,151
+11%
+$991K
0.06%
141
2020
Q3
$9.01M
Buy
165,442
+35,926
+28%
+$1.96M
0.07%
135
2020
Q2
$7.01M
Buy
129,516
+16,644
+15%
+$887K
0.06%
140
2020
Q1
$5.88M
Buy
112,872
+24,252
+27%
+$1.3M
0.06%
148
2019
Q4
$4.75M
Buy
88,620
+20,586
+30%
+$1.1M
0.04%
164
2019
Q3
$3.65M
Buy
68,034
+3,801
+6%
+$204K
0.03%
161
2019
Q2
$3.41M
Buy
64,233
+3,610
+6%
+$190K
0.03%
158
2019
Q1
$3.16M
Buy
60,623
+5,300
+10%
+$272K
0.04%
158
2018
Q4
$2.82M
Sell
55,323
-912
-2%
-$45.9K
0.04%
150
2018
Q3
$2.84M
Buy
56,235
+2,881
+5%
+$147K
0.04%
154
2018
Q2
$2.72M
Buy
+53,354
New
+$2.71M
0.04%
151
Other funds holding VTEB
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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