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Synergy Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Synergy Financial 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
2023
Q1 		– Sell
-7,141
Closed -$353K – 82
2022
Q4 		$353K Buy
7,141
+318
+5% +$15.5K 0.7% 38
2022
Q3 		$328K Buy
+6,823
New +$341K 0.49% 56

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Synergy Financial Group's VTEB Position: Q1 2023 in Review

Synergy Financial Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2023, closing a stake of 7,141 shares — an estimated $353K sold.

Synergy Financial Group first reported a position in VTEB in Q3 2022 and held it in 2 quarters. The position peaked at $353K in Q4 2022. 876 funds tracked by Wall St. Rank hold VTEB as of Q1 2023.

  • Synergy Financial Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2023 after selling out during the quarter.
  • Synergy Financial Group sold 7,141 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2023, an estimated $353K.
  • Synergy Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and held it in 2 quarters.
  • Synergy Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $353K in Q4 2022.
  • 876 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2023.

Based on Synergy Financial Group's 13F filing for Q1 2023, filed 3 May 2023.