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

TRUADVICE’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
Q4 		– Sell
-5,426
Closed -$297K – 123
2021
Q3 		$297K Sell
5,426
-2,478
-31% -$137K 0.27% 91
2021
Q2 		$439K Buy
7,904
+2,368
+43% +$130K 0.1% 193
2021
Q1 		$305K Buy
5,536
+1,456
+36% +$80K 0.09% 198
2020
Q4 		$226K Hold
4,080
– – 0.07% 258
2020
Q3 		$221K Buy
+4,080
New +$223K 0.09% 190

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TRUADVICE's VTEB Position: Q4 2021 in Review

TRUADVICE sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2021, closing a stake of 5,426 shares — an estimated $297K sold.

TRUADVICE first reported a position in VTEB in Q3 2020 and held it in 5 quarters. The position peaked at $439K in Q2 2021. 725 funds tracked by Wall St. Rank hold VTEB as of Q4 2021.

  • TRUADVICE reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2021 after selling out during the quarter.
  • TRUADVICE sold 5,426 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2021, an estimated $297K.
  • TRUADVICE first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and held it in 5 quarters.
  • TRUADVICE's Vanguard Tax-Exempt Bond Index Fund position peaked at $439K in Q2 2021.
  • 725 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2021.

Based on TRUADVICE's 13F filing for Q4 2021, filed 9 Feb 2022.