Tru Independence Asset Management 2’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Tru Independence Asset Management 2’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 Q1	–	Sell	-10,708	Closed	-$588K	–	140
2021 Q4	$588K	Buy	10,708 +2,234	+26%	+$122K	0.31%	62
2021 Q3	$464K	Buy	8,474 +3,563	+73%	+$197K	0.33%	57
2021 Q2	$272K	Buy	+4,911	New	+$271K	0.19%	97

Other funds holding VTEB

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

RJA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Tru Independence Asset Management 2's VTEB Position: Q1 2022 in Review

Tru Independence Asset Management 2 sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2022, closing a stake of 10,708 shares — an estimated $588K sold.

Tru Independence Asset Management 2 first reported a position in VTEB in Q2 2021 and held it in 3 quarters. The position peaked at $588K in Q4 2021. 733 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

Tru Independence Asset Management 2 reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 10,708 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $588K.
Tru Independence Asset Management 2 first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 3 quarters.
Tru Independence Asset Management 2's Vanguard Tax-Exempt Bond Index Fund position peaked at $588K in Q4 2021.
733 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2022, filed 27 Apr 2022.