Strategic Wealth Partners Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Strategic Wealth Partners 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
2022 Q1	–	Sell	-5,797	Closed	-$318K	–	65
2021 Q4	$318K	Buy	5,797 +3	+0.1%	+$164	0.06%	57
2021 Q3	$317K	Buy	+5,794	New	+$320K	0.06%	55
2021 Q1	$314K	Sell	5,750 -1,250	-18%	-$68.7K	0.06%	54
2020 Q4	$386K	Hold	7,000	–	–	0.08%	43
2020 Q3	$381K	Hold	7,000	–	–	0.09%	42
2020 Q2	$379K	Hold	7,000	–	–	0.1%	46
2020 Q1	$370K	Hold	7,000	–	–	0.11%	42
2019 Q4	$375K	Buy	+7,000	New	+$375K	0.09%	47

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

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

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

SCM

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

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

RJA

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

Strategic Wealth Partners Group's VTEB Position: Q1 2022 in Review

Strategic Wealth Partners Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2022, closing a stake of 5,797 shares — an estimated $318K sold.

Strategic Wealth Partners Group first reported a position in VTEB in Q4 2019 and held it in 8 quarters. The position peaked at $386K in Q4 2020. 735 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

Strategic Wealth Partners Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2022 after selling out during the quarter.
Strategic Wealth Partners Group sold 5,797 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $318K.
Strategic Wealth Partners Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and held it in 8 quarters.
Strategic Wealth Partners Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $386K in Q4 2020.
735 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2022, filed 12 May 2022.