PCM
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Prelude Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Prelude Capital Management’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
2018
Q4 		– Sell
-45,565
Closed -$2.3M – 2280
2018
Q3 		$2.3M Buy
+45,565
New +$2.32M 0.18% 152
2018
Q2 		– Sell
-24,814
Closed -$1.26M – 2029
2018
Q1 		$1.26M Buy
24,814
+17,602
+244% +$897K 0.11% 224
2017
Q4 		$373K Sell
7,212
-788
-10% -$40.7K 0.04% 493
2017
Q3 		$413K Buy
+8,000
New +$413K 0.04% 429
2017
Q2 		– Sell
-65
Closed -$3K – 1924
2017
Q1 		$3K Buy
+65
New +$3.28K ﹤0.01% 1442

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return