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Strategic Family Wealth Counselors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-8,158
Closed -$416K – 123
2023
Q4 		$416K Buy
+8,158
New +$400K 0.17% 69

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Strategic Family Wealth Counselors's VTEB Position: Q1 2024 in Review

Strategic Family Wealth Counselors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2024, closing a stake of 8,158 shares — an estimated $416K sold.

Strategic Family Wealth Counselors first reported a position in VTEB in Q4 2023 and held it in 1 quarter. The position peaked at $416K in Q4 2023. 1,053 funds tracked by Wall St. Rank hold VTEB as of Q1 2024.

  • Strategic Family Wealth Counselors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2024 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 8,158 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2024, an estimated $416K.
  • Strategic Family Wealth Counselors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Vanguard Tax-Exempt Bond Index Fund position peaked at $416K in Q4 2023.
  • 1,053 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2024.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2024, filed 14 May 2024.