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Steel Grove Capital Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Steel Grove Capital Advisors’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 		– Sell
-4,062
Closed -$220K – 118
2020
Q2 		$220K Sell
4,062
-1,919
-32% -$102K 0.1% 102
2020
Q1 		$316K Buy
+5,981
New +$320K 0.21% 78

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $9.44B AUM 18.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steel Grove Capital Advisors's VTEB Position: Q3 2020 in Review

Steel Grove Capital Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2020, closing a stake of 4,062 shares — an estimated $220K sold.

Steel Grove Capital Advisors first reported a position in VTEB in Q1 2020 and held it in 2 quarters. The position peaked at $316K in Q1 2020. 458 funds tracked by Wall St. Rank hold VTEB as of Q3 2020.

  • Steel Grove Capital Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2020 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 4,062 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2020, an estimated $220K.
  • Steel Grove Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and held it in 2 quarters.
  • Steel Grove Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $316K in Q1 2020.
  • 458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2020.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.