SFM
VTEB icon

Signature Financial Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Signature Financial 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 		$233K Hold
4,562
– – 0.06% 112
2018
Q3 		$230K Buy
+4,562
New +$232K 0.04% 141

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
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

Signature Financial Management's VTEB Position: Q4 2018 in Review

Signature Financial Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q4 2018 at 4,562 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #112.

Signature Financial Management first reported a position in VTEB in Q3 2018 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold VTEB as of Q4 2018.

  • Signature Financial Management held 4,562 shares of Vanguard Tax-Exempt Bond Index Fund worth $233K as of Q4 2018.
  • Signature Financial Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q4 2018.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Signature Financial Management's portfolio in Q4 2018, its #112 holding.
  • Signature Financial Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2018 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.