Running Point Capital Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Running Point Capital 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
2021 Q4	–	Sell	-22,870	Closed	-$1.25M	–	179
2021 Q3	$1.25M	Buy	22,870 +365	+2%	+$20.2K	0.56%	35
2021 Q2	$1.25M	Hold	22,505	–	–	0.57%	36
2021 Q1	$1.23M	Hold	22,505	–	–	0.68%	30
2020 Q4	$1.24M	Buy	+22,505	New	+$1.23M	0.73%	30

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Running Point Capital Advisors's VTEB Position: Q4 2021 in Review

Running Point Capital Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2021, closing a stake of 22,870 shares — an estimated $1.25M sold.

Running Point Capital Advisors first reported a position in VTEB in Q4 2020 and held it in 4 quarters. The position peaked at $1.25M in Q3 2021. 725 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

Running Point Capital Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2021 after selling out during the quarter.
Running Point Capital Advisors sold 22,870 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $1.25M.
Running Point Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 4 quarters.
Running Point Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.25M in Q3 2021.
725 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.