Ratio Wealth Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Ratio Wealth Group’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
2024 Q1	$3.48M	Buy	+68,860	New	+$3.49M	0.65%	33

Other funds holding VTEB

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ratio Wealth Group's VTEB Position: Q1 2024 in Review

Ratio Wealth Group opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2024: 68,860 shares worth $3.48M. The stake represents 0.65% of the portfolio and ranks #33 among its holdings.

1,052 funds tracked by Wall St. Rank hold VTEB as of Q1 2024.

Ratio Wealth Group held 68,860 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.48M as of Q1 2024.
Vanguard Tax-Exempt Bond Index Fund was a new Ratio Wealth Group position in Q1 2024.
Vanguard Tax-Exempt Bond Index Fund made up 0.65% of Ratio Wealth Group's portfolio in Q1 2024, its #33 holding.
1,052 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.