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Steward Partners Investment Solutions’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$2.05M Buy
+40,499
New +$2.05M 0.34% 66

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Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Steward Partners Investment Solutions's VTEB Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2024: 40,499 shares worth $2.05M. The stake represents 0.34% of the portfolio and ranks #66 among its holdings.

1,055 funds tracked by Wall St. Rank hold VTEB as of Q1 2024.

  • Steward Partners Investment Solutions held 40,499 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.05M as of Q1 2024.
  • Vanguard Tax-Exempt Bond Index Fund was a new Steward Partners Investment Solutions position in Q1 2024.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.34% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #66 holding.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.