Topel & Distasi Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Topel & Distasi Wealth 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
2022 Q3	–	Sell	-4,787	Closed	-$239K	–	74
2022 Q2	$239K	Hold	4,787	–	–	0.14%	64
2022 Q1	$247K	Hold	4,787	–	–	0.1%	71
2021 Q4	$263K	Buy	+4,787	New	+$262K	0.11%	72

Other funds holding VTEB

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Topel & Distasi Wealth Management's VTEB Position: Q3 2022 in Review

Topel & Distasi Wealth Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2022, closing a stake of 4,787 shares — an estimated $239K sold.

Topel & Distasi Wealth Management first reported a position in VTEB in Q4 2021 and held it in 3 quarters. The position peaked at $263K in Q4 2021. 757 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

Topel & Distasi Wealth Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2022 after selling out during the quarter.
Topel & Distasi Wealth Management sold 4,787 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $239K.
Topel & Distasi Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and held it in 3 quarters.
Topel & Distasi Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $263K in Q4 2021.
757 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on Topel & Distasi Wealth Management's 13F filing for Q3 2022, filed 21 Nov 2022.