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

Pinnacle Wealth 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 Q2	$29M	Buy	+525,111	New	+$28.9M	1.18%	17

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Wealth Advisors's VTEB Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2021: 525,111 shares worth $29M. The stake represents 1.18% of the portfolio and ranks #17 among its holdings.

617 funds tracked by Wall St. Rank hold VTEB as of Q2 2021.

Pinnacle Wealth Advisors held 525,111 shares of Vanguard Tax-Exempt Bond Index Fund worth $29M as of Q2 2021.
Vanguard Tax-Exempt Bond Index Fund was a new Pinnacle Wealth Advisors position in Q2 2021.
Vanguard Tax-Exempt Bond Index Fund made up 1.18% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #17 holding.
617 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.