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TD Ameritrade Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

TD Ameritrade Investment Management’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
2019
Q4 		– Sell
-573
Closed -$31K – 667
2019
Q3 		$31K Buy
+573
New +$30.7K ﹤0.01% 343

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

TD Ameritrade Investment Management's VTEB Position: Q4 2019 in Review

TD Ameritrade Investment Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2019, closing a stake of 573 shares — an estimated $31K sold.

TD Ameritrade Investment Management first reported a position in VTEB in Q3 2019 and held it in 1 quarter. The position peaked at $31K in Q3 2019. 389 funds tracked by Wall St. Rank hold VTEB as of Q4 2019.

  • TD Ameritrade Investment Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2019 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 573 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2019, an estimated $31K.
  • TD Ameritrade Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and held it in 1 quarter.
  • TD Ameritrade Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $31K in Q3 2019.
  • 389 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2019.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.