Scissortail Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Scissortail Wealth Management’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	-26,442	Closed	-$1.45M	–	148
2022 Q2	$1.45M	Buy	+26,442	New	+$1.33M	0.56%	44
2022 Q1	–	Sell	-26,442	Closed	-$1.45M	–	146
2021 Q4	$1.45M	Buy	+26,442	New	+$1.45M	0.56%	44

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Scissortail Wealth Management's VTEB Position: Q3 2022 in Review

Scissortail Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2022, closing a stake of 26,442 shares — an estimated $1.45M sold.

Scissortail Wealth Management first reported a position in VTEB in Q4 2021 and held it in 2 quarters. The position peaked at $1.45M in Q2 2022. 757 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

Scissortail Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2022 after selling out during the quarter.
Scissortail Wealth Management sold 26,442 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $1.45M.
Scissortail Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 2 quarters.
Scissortail Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.45M in Q2 2022.
757 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on Scissortail Wealth Management's 13F filing for Q3 2022, filed 3 Nov 2022.