SHFA
VTEB icon

SC&H Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

SC&H Financial 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 		– Sell
-12,520
Closed -$625K – 137
2022
Q2 		$625K Sell
12,520
-793
-6% -$39.8K 0.29% 70
2022
Q1 		$686K Buy
13,313
+2,635
+25% +$140K 0.33% 64
2021
Q4 		$586K Buy
+10,678
New +$585K 0.32% 72

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

SC&H Financial Advisors's VTEB Position: Q3 2022 in Review

SC&H Financial Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2022, closing a stake of 12,520 shares — an estimated $625K sold.

SC&H Financial Advisors first reported a position in VTEB in Q4 2021 and held it in 3 quarters. The position peaked at $686K in Q1 2022. 757 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

  • SC&H Financial Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 12,520 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $625K.
  • SC&H Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 3 quarters.
  • SC&H Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $686K in Q1 2022.
  • 757 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on SC&H Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.