Sanford Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sanford Advisory Services’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	$2.16M	Buy	+43,598	New	+$2.13M	0.51%	35

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

Sanford Advisory Services's VTEB Position: Q4 2022 in Review

Sanford Advisory Services opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022: 43,598 shares worth $2.16M. The stake represents 0.51% of the portfolio and ranks #35 among its holdings.

856 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

Sanford Advisory Services held 43,598 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.16M as of Q4 2022.
Vanguard Tax-Exempt Bond Index Fund was a new Sanford Advisory Services position in Q4 2022.
Vanguard Tax-Exempt Bond Index Fund made up 0.51% of Sanford Advisory Services's portfolio in Q4 2022, its #35 holding.
856 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.