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

Rehmann Capital Advisory 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	–	Sell	-4,491	Closed	-$229K	–	590
2023 Q4	$229K	Buy	+4,491	New	+$220K	0.02%	503
2022 Q3	–	Sell	-12,041	Closed	-$601K	–	550
2022 Q2	$601K	Buy	+12,041	New	+$604K	0.07%	252

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

Rehmann Capital Advisory Group's VTEB Position: Q1 2024 in Review

Rehmann Capital Advisory Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2024, closing a stake of 4,491 shares — an estimated $229K sold.

Rehmann Capital Advisory Group first reported a position in VTEB in Q2 2022 and held it in 2 quarters. The position peaked at $601K in Q2 2022. 1,052 funds tracked by Wall St. Rank hold VTEB as of Q1 2024.

Rehmann Capital Advisory Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2024 after selling out during the quarter.
Rehmann Capital Advisory Group sold 4,491 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2024, an estimated $229K.
Rehmann Capital Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 2 quarters.
Rehmann Capital Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $601K in Q2 2022.
1,052 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2024.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.