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Silicon Valley Capital Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Silicon Valley Capital Partners’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
2024
Q3 		– Sell
-23
Closed -$1.17K – 328
2024
Q2 		$1.17K Hold
23
– – ﹤0.01% 295
2024
Q1 		$1.17K Buy
+23
New +$1.17K ﹤0.01% 287

Other funds holding VTEB

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silicon Valley Capital Partners's VTEB Position: Q3 2024 in Review

Silicon Valley Capital Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2024, closing a stake of 23 shares — an estimated $1.17K sold.

Silicon Valley Capital Partners first reported a position in VTEB in Q1 2024 and held it in 2 quarters. The position peaked at $1.17K in Q1 2024. 1,101 funds tracked by Wall St. Rank hold VTEB as of Q3 2024.

  • Silicon Valley Capital Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2024 after selling out during the quarter.
  • Silicon Valley Capital Partners sold 23 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2024, an estimated $1.17K.
  • Silicon Valley Capital Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and held it in 2 quarters.
  • Silicon Valley Capital Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.17K in Q1 2024.
  • 1,101 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2024.

Based on Silicon Valley Capital Partners's 13F filing for Q3 2024, filed 30 Oct 2024.