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

Selective 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
2019
Q4 		– Sell
-4,481
Closed -$240K – 348
2019
Q3 		$240K Buy
4,481
+658
+17% +$35.2K 0.33% 25
2019
Q2 		$203K Buy
+3,823
New +$201K 0.33% 39

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Selective Wealth Management's VTEB Position: Q4 2019 in Review

Selective Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2019, closing a stake of 4,481 shares — an estimated $240K sold.

Selective Wealth Management first reported a position in VTEB in Q2 2019 and held it in 2 quarters. The position peaked at $240K in Q3 2019. 389 funds tracked by Wall St. Rank hold VTEB as of Q4 2019.

  • Selective Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2019 after selling out during the quarter.
  • Selective Wealth Management sold 4,481 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2019, an estimated $240K.
  • Selective Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and held it in 2 quarters.
  • Selective Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $240K in Q3 2019.
  • 389 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2019.

Based on Selective Wealth Management's 13F filing for Q4 2019, filed 10 Jan 2020.