Regatta Capital Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Regatta Capital 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
2023 Q2	–	Sell	-4,219	Closed	-$209K	–	183
2023 Q1	$209K	Hold	4,219	–	–	0.07%	166
2022 Q4	$209K	Hold	4,219	–	–	0.07%	166
2022 Q3	$211K	Buy	+4,219	New	+$211K	0.09%	157
2022 Q1	–	Sell	-8,099	Closed	-$445K	–	187
2021 Q4	$445K	Buy	+8,099	New	+$444K	0.16%	114

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Regatta Capital Group's VTEB Position: Q2 2023 in Review

Regatta Capital Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2023, closing a stake of 4,219 shares — an estimated $209K sold.

Regatta Capital Group first reported a position in VTEB in Q4 2021 and held it in 4 quarters. The position peaked at $445K in Q4 2021. 891 funds tracked by Wall St. Rank hold VTEB as of Q2 2023.

Regatta Capital Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2023 after selling out during the quarter.
Regatta Capital Group sold 4,219 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2023, an estimated $209K.
Regatta Capital Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 4 quarters.
Regatta Capital Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $445K in Q4 2021.
891 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2023.

Based on Regatta Capital Group's 13F filing for Q2 2023, filed 13 Jul 2023.