tru Independence’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

tru Independence’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
2021 Q1	–	Sell	-12,584	Closed	-$694	–	705
2020 Q4	$694	Sell	12,584 -121	-1%	-$6.61K	﹤0.01%	370
2020 Q3	$692K	Buy	12,705 +300	+2%	+$16.4K	0.2%	101
2020 Q2	$672	Sell	12,405 -1,074	-8%	-$57.2K	0.1%	149
2020 Q1	$713	Hold	13,479	–	–	0.12%	115
2019 Q4	$713K	Buy	+13,479	New	+$721K	0.1%	131

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

SCM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

tru Independence's VTEB Position: Q1 2021 in Review

tru Independence sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2021, closing a stake of 12,584 shares — an estimated $694 sold.

tru Independence first reported a position in VTEB in Q4 2019 and held it in 5 quarters. The position peaked at $713K in Q4 2019. 578 funds tracked by Wall St. Rank hold VTEB as of Q1 2021.

tru Independence reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2021 after selling out during the quarter.
tru Independence sold 12,584 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2021, an estimated $694.
tru Independence first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and held it in 5 quarters.
tru Independence's Vanguard Tax-Exempt Bond Index Fund position peaked at $713K in Q4 2019.
578 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.