Sinecera Capital’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Sinecera Capital’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	$480K	Buy	+9,389	New	+$476K	0.58%	25

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sinecera Capital's VTEB Position: Q3 2024 in Review

Sinecera Capital opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2024: 9,389 shares worth $480K. The stake represents 0.58% of the portfolio and ranks #25 among its holdings.

1,101 funds tracked by Wall St. Rank hold VTEB as of Q3 2024.

Sinecera Capital held 9,389 shares of Vanguard Tax-Exempt Bond Index Fund worth $480K as of Q3 2024.
Vanguard Tax-Exempt Bond Index Fund was a new Sinecera Capital position in Q3 2024.
Vanguard Tax-Exempt Bond Index Fund made up 0.58% of Sinecera Capital's portfolio in Q3 2024, its #25 holding.
1,101 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2024.

Based on Sinecera Capital's 13F filing for Q3 2024, filed 8 Oct 2024.