SevenBridge Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

SevenBridge Financial 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
2021 Q4	–	Sell	-4,179	Closed	-$229K	–	174
2021 Q3	$229K	Buy	+4,179	New	+$231K	0.08%	159
2019 Q3	–	Sell	-21	Closed	-$1K	–	563
2019 Q2	$1K	Buy	21 +1	+5%	+$53	﹤0.01%	625
2019 Q1	$1K	Hold	20	–	–	﹤0.01%	593
2018 Q4	$1K	Buy	+20	New	+$1.01K	﹤0.01%	561
2018 Q1	–	Sell	-54	Closed	-$3K	–	646
2017 Q4	$3K	Buy	+54	New	+$2.79K	﹤0.01%	566

Other funds holding VTEB

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SevenBridge Financial Group's VTEB Position: Q4 2021 in Review

SevenBridge Financial Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2021, closing a stake of 4,179 shares — an estimated $229K sold.

SevenBridge Financial Group first reported a position in VTEB in Q4 2017 and held it in 5 quarters. The position peaked at $229K in Q3 2021. 724 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

SevenBridge Financial Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2021 after selling out during the quarter.
SevenBridge Financial Group sold 4,179 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $229K.
SevenBridge Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2017 and held it in 5 quarters.
SevenBridge Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $229K in Q3 2021.
724 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on SevenBridge Financial Group's 13F filing for Q4 2021, filed 20 Jan 2022.