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Reynolds Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Reynolds Investment 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
2022
Q2 		$4.62M Sell
92,498
-2,816
-3% -$141K 1.64% 15
2022
Q1 		$4.91M Buy
+95,314
New +$5.07M 1.45% 17

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Reynolds Investment Management's VTEB Position: Q2 2022 in Review

Reynolds Investment Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3% in Q2 2022, selling an estimated $141K and leaving 92,498 shares worth $4.62M. The position accounts for 1.64% of the portfolio, ranked #15.

Reynolds Investment Management first reported a position in VTEB in Q1 2022 and has held it in 2 quarters since. The position peaked at $4.91M in Q1 2022. 768 funds tracked by Wall St. Rank hold VTEB as of Q2 2022.

  • Reynolds Investment Management held 92,498 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.62M as of Q2 2022.
  • Reynolds Investment Management sold 2,816 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2022, an estimated $141K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.64% of Reynolds Investment Management's portfolio in Q2 2022, its #15 holding.
  • Reynolds Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 2 quarters since.
  • Reynolds Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.91M in Q1 2022.
  • 768 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2022.

Based on Reynolds Investment Management's 13F filing for Q2 2022, filed 27 Jul 2022.