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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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Personal Capital Advisors's VTEB Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.4% in Q4 2022, buying an estimated $1.07M and bringing the position to 254,548 shares worth $12.6M. The position accounts for 0.06% of the portfolio, ranked #160.

Personal Capital Advisors first reported a position in VTEB in Q2 2018 and has held it in 19 quarters since. The position peaked at $14.7M in Q4 2021. 858 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

  • Personal Capital Advisors held 254,548 shares of Vanguard Tax-Exempt Bond Index Fund worth $12.6M as of Q4 2022.
  • Personal Capital Advisors bought 21,932 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $1.07M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Personal Capital Advisors's portfolio in Q4 2022, its #160 holding.
  • Personal Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2018 and has held it in 19 quarters since.
  • Personal Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $14.7M in Q4 2021.
  • 858 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.