Sage Private Wealth Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sage Private Wealth Group’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 Q4	–	Sell	-941	Closed	-$45K	–	179
2022 Q3	$45K	Hold	941	–	–	0.06%	86
2022 Q2	$47K	Hold	941	–	–	0.07%	84
2022 Q1	$49K	Hold	941	–	–	0.05%	88
2021 Q4	$51K	Hold	941	–	–	0.06%	87
2021 Q3	$52K	Hold	941	–	–	0.07%	79
2021 Q2	$52K	Hold	941	–	–	0.07%	78
2021 Q1	$51K	Hold	941	–	–	0.09%	82
2020 Q4	$52K	Buy	+941	New	+$51.4K	0.15%	69

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Sage Private Wealth Group's VTEB Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022, closing a stake of 941 shares — an estimated $45K sold.

Sage Private Wealth Group first reported a position in VTEB in Q4 2020 and held it in 8 quarters. The position peaked at $52K in Q3 2021. 856 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

Sage Private Wealth Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 941 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $45K.
Sage Private Wealth Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $52K in Q3 2021.
856 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.