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Telemus Capital’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Telemus Capital’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
Q4 		$1.22M Buy
23,916
+18,139
+314% +$889K 0.1% 142
2023
Q3 		$278K Buy
+5,777
New +$286K 0.03% 263
2018
Q4 		– Sell
-4,950
Closed -$250K – 457
2018
Q3 		$250K Buy
+4,950
New +$252K 0.02% 392

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Telemus Capital's VTEB Position: Q4 2023 in Review

Telemus Capital increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 314% in Q4 2023, buying an estimated $889K and bringing the position to 23,916 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #142.

Telemus Capital first reported a position in VTEB in Q3 2018 and has held it in 3 quarters since. 1,071 funds tracked by Wall St. Rank hold VTEB as of Q4 2023.

  • Telemus Capital held 23,916 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.22M as of Q4 2023.
  • Telemus Capital bought 18,139 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2023, an estimated $889K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Telemus Capital's portfolio in Q4 2023, its #142 holding.
  • Telemus Capital first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2018 and has held it in 3 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.