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Strategic Financial Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Strategic Financial Planning’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
2022
Q3 		– Sell
-4,199
Closed -$210K – 35
2022
Q2 		$210K Buy
+4,199
New +$210K 0.2% 31

Other funds holding VTEB

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
Northwestern Mutual Wealth Management
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Strategic Financial Planning's VTEB Position: Q3 2022 in Review

Strategic Financial Planning sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2022, closing a stake of 4,199 shares — an estimated $210K sold.

Strategic Financial Planning first reported a position in VTEB in Q2 2022 and held it in 1 quarter. The position peaked at $210K in Q2 2022. 758 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

  • Strategic Financial Planning reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2022 after selling out during the quarter.
  • Strategic Financial Planning sold 4,199 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $210K.
  • Strategic Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 1 quarter.
  • Strategic Financial Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $210K in Q2 2022.
  • 758 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on Strategic Financial Planning's 13F filing for Q3 2022, filed 14 Nov 2022.