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

TFO Wealth Partners’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
2024 Q2	–	Sell	-1,655	Closed	-$83.7K	–	732
2024 Q1	$83.7K	Buy	1,655 +9	+0.5%	+$456	0.02%	44
2023 Q4	$84K	Sell	1,646 -2,456	-60%	-$120K	0.02%	49
2023 Q3	$206K	Hold	4,102	–	–	0.04%	45
2023 Q2	$206K	Buy	4,102 +11	+0.3%	+$553	0.04%	44
2023 Q1	$207K	Sell	4,091 -61,761	-94%	-$3.1M	0.05%	40
2022 Q4	$2.57M	Buy	65,852 +61,782	+1,518%	+$3.02M	0.59%	15
2022 Q3	$196K	Sell	4,070 -7,707	-65%	-$385K	0.05%	41
2022 Q2	$588K	Buy	+11,777	New	+$590K	0.13%	26
2020 Q1	–	Sell	-3	Closed	–	–	176
2019 Q4	$0	Buy	+3	New	+$161	﹤0.01%	144

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFO Wealth Partners's VTEB Position: Q2 2024 in Review

TFO Wealth Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2024, closing a stake of 1,655 shares — an estimated $83.7K sold.

TFO Wealth Partners first reported a position in VTEB in Q4 2019 and held it in 9 quarters. The position peaked at $2.57M in Q4 2022. 1,084 funds tracked by Wall St. Rank hold VTEB as of Q2 2024.

TFO Wealth Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 1,655 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2024, an estimated $83.7K.
TFO Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and held it in 9 quarters.
TFO Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.57M in Q4 2022.
1,084 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.