Stearns Financial Services Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Stearns Financial Services Group’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
2020 Q3	$310K	Buy	5,699 +28	+0.5%	+$1.53K	0.05%	116
2020 Q2	$307K	Buy	5,671 +32	+0.6%	+$1.71K	0.05%	107
2020 Q1	$298K	Buy	5,639 +19	+0.3%	+$1.02K	0.05%	109
2019 Q4	$301K	Buy	+5,620	New	+$301K	0.05%	107

Other funds holding VTEB

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

RJA

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stearns Financial Services Group's VTEB Position: Q3 2020 in Review

Stearns Financial Services Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.49% in Q3 2020, buying an estimated $1.53K and bringing the position to 5,699 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #116.

Stearns Financial Services Group first reported a position in VTEB in Q4 2019 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold VTEB as of Q3 2020.

Stearns Financial Services Group held 5,699 shares of Vanguard Tax-Exempt Bond Index Fund worth $310K as of Q3 2020.
Stearns Financial Services Group bought 28 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2020, an estimated $1.53K.
Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Stearns Financial Services Group's portfolio in Q3 2020, its #116 holding.
Stearns Financial Services Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 4 quarters since.
458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.