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Sigma Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sigma Investment 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
2018
Q4 		$330K Hold
6,471
– – 0.26% 15
2018
Q3 		$327K Hold
6,471
– – 0.27% 16
2018
Q2 		$330K Hold
6,471
– – 0.27% 15
2018
Q1 		$329K Buy
+6,471
New +$330K 0.28% 12

Other funds holding VTEB

Wealthfront Advisers
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sigma Investment Management's VTEB Position: Q4 2018 in Review

Sigma Investment Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q4 2018 at 6,471 shares worth $330K. The position accounts for 0.26% of the portfolio, ranked #15.

Sigma Investment Management first reported a position in VTEB in Q1 2018 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold VTEB as of Q4 2018.

  • Sigma Investment Management held 6,471 shares of Vanguard Tax-Exempt Bond Index Fund worth $330K as of Q4 2018.
  • Sigma Investment Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q4 2018.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.26% of Sigma Investment Management's portfolio in Q4 2018, its #15 holding.
  • Sigma Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2018 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2018.

Based on Sigma Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.