Soundmark Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Soundmark Wealth 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
2024 Q2	–	Sell	-90,286	Closed	-$4.57M	–	59
2024 Q1	$4.57M	Buy	90,286 +388	+0.4%	+$19.7K	2.03%	17
2023 Q4	$4.59M	Buy	89,898 +639	+0.7%	+$31.3K	2.27%	16
2023 Q3	$4.29M	Sell	89,259 -24	-0%	-$1.19K	2.39%	16
2023 Q2	$4.48M	Sell	89,283 -50	-0.1%	-$2.51K	2.5%	16
2023 Q1	$4.53M	Hold	89,333	–	–	2.71%	16
2022 Q4	$4.42M	Buy	89,333 +4,107	+5%	+$201K	2.85%	13
2022 Q3	$4.1M	Buy	85,226 +67,756	+388%	+$3.39M	2.88%	12
2022 Q2	$872K	Buy	+17,470	New	+$876K	0.62%	31

Other funds holding VTEB

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

RJA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Soundmark Wealth Management's VTEB Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2024, closing a stake of 90,286 shares — an estimated $4.57M sold.

Soundmark Wealth Management first reported a position in VTEB in Q2 2022 and held it in 8 quarters. The position peaked at $4.59M in Q4 2023. 1,086 funds tracked by Wall St. Rank hold VTEB as of Q2 2024.

Soundmark Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 90,286 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2024, an estimated $4.57M.
Soundmark Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 8 quarters.
Soundmark Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.59M in Q4 2023.
1,086 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.