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RGT Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

RGT Wealth Advisors’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
Q3 		$332K Sell
6,891
-17,158
-71% -$858K 0.05% 55
2022
Q2 		$1.2M Sell
24,049
-23,073
-49% -$1.16M 0.2% 31
2022
Q1 		$2.43M Buy
47,122
+167
+0.4% +$8.89K 0.39% 22
2021
Q4 		$2.58M Buy
+46,955
New +$2.57M 0.39% 19

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RGT Wealth Advisors's VTEB Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 71% in Q3 2022, selling an estimated $858K and leaving 6,891 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #55.

RGT Wealth Advisors first reported a position in VTEB in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.58M in Q4 2021. 758 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

  • RGT Wealth Advisors held 6,891 shares of Vanguard Tax-Exempt Bond Index Fund worth $332K as of Q3 2022.
  • RGT Wealth Advisors sold 17,158 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $858K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.05% of RGT Wealth Advisors's portfolio in Q3 2022, its #55 holding.
  • RGT Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.58M in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.