RWP
VTEB icon

Reliant Wealth Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Reliant Wealth Planning’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
2020
Q3 		– Sell
-27,586
Closed -$1.49M – 9
2020
Q2 		$1.49M Hold
27,586
– – 0.93% 8
2020
Q1 		$1.46M Buy
+27,586
New +$1.48M 0.76% 8

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Reliant Wealth Planning's VTEB Position: Q3 2020 in Review

Reliant Wealth Planning sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2020, closing a stake of 27,586 shares — an estimated $1.49M sold.

Reliant Wealth Planning first reported a position in VTEB in Q1 2020 and held it in 2 quarters. The position peaked at $1.49M in Q2 2020. 458 funds tracked by Wall St. Rank hold VTEB as of Q3 2020.

  • Reliant Wealth Planning reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2020 after selling out during the quarter.
  • Reliant Wealth Planning sold 27,586 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2020, an estimated $1.49M.
  • Reliant Wealth Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and held it in 2 quarters.
  • Reliant Wealth Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.49M in Q2 2020.
  • 458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2020.

Based on Reliant Wealth Planning's 13F filing for Q3 2020, filed 17 Feb 2021.