TI
VTEB icon

Tidal Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Tidal Investments’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
Q3 		– Sell
-7,880
Closed -$396K – 1393
2023
Q2 		$396K Hold
7,880
– – 0.01% 931
2023
Q1 		$399K Hold
7,880
– – 0.01% 879
2022
Q4 		$390K Hold
7,880
– – 0.02% 741
2022
Q3 		$379K Hold
7,880
– – 0.02% 656
2022
Q2 		$393K Hold
7,880
– – 0.01% 682
2022
Q1 		$406K Buy
7,880
+1,880
+31% +$100K 0.01% 723
2021
Q4 		$329K Hold
6,000
– – 0.01% 744
2021
Q3 		$329K Hold
6,000
– – 0.01% 646
2021
Q2 		$332K Hold
6,000
– – 0.01% 541
2021
Q1 		$328K Hold
6,000
– – 0.02% 395
2020
Q4 		$331K Buy
6,000
+2,000
+50% +$109K 0.02% 295
2020
Q3 		$217K Buy
+4,000
New +$218K 0.03% 221

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return