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Ridgecrest Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Ridgecrest Wealth Partners’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
Q1 		– Sell
-23,175
Closed -$1.27M – 123
2021
Q4 		$1.27M Buy
23,175
+14,190
+158% +$778K 0.62% 40
2021
Q3 		$492K Buy
+8,985
New +$497K 0.27% 70

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Ridgecrest Wealth Partners's VTEB Position: Q1 2022 in Review

Ridgecrest Wealth Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2022, closing a stake of 23,175 shares — an estimated $1.27M sold.

Ridgecrest Wealth Partners first reported a position in VTEB in Q3 2021 and held it in 2 quarters. The position peaked at $1.27M in Q4 2021. 733 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

  • Ridgecrest Wealth Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2022 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 23,175 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $1.27M.
  • Ridgecrest Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and held it in 2 quarters.
  • Ridgecrest Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.27M in Q4 2021.
  • 733 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2022, filed 26 Apr 2022.