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Twin Focus Capital Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Twin Focus Capital Partners’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
2020
Q3 		– Sell
-7,300
Closed -$395K – 155
2020
Q2 		$395K Sell
7,300
-1,200
-14% -$63.9K 0.16% 83
2020
Q1 		$450K Buy
+8,500
New +$455K 0.21% 72

Other funds holding VTEB

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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Twin Focus Capital Partners's VTEB Position: Q3 2020 in Review

Twin Focus Capital Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2020, closing a stake of 7,300 shares — an estimated $395K sold.

Twin Focus Capital Partners first reported a position in VTEB in Q1 2020 and held it in 2 quarters. The position peaked at $450K in Q1 2020. 458 funds tracked by Wall St. Rank hold VTEB as of Q3 2020.

  • Twin Focus Capital Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2020 after selling out during the quarter.
  • Twin Focus Capital Partners sold 7,300 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2020, an estimated $395K.
  • Twin Focus Capital Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and held it in 2 quarters.
  • Twin Focus Capital Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $450K in Q1 2020.
  • 458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2020.

Based on Twin Focus Capital Partners's 13F filing for Q3 2020, filed 13 Nov 2020.