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US Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

US Financial Advisors’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
Q2 		– Sell
-32,392
Closed -$1.77M – 130
2021
Q1 		$1.77M Buy
32,392
+3,718
+13% +$204K 0.49% 43
2020
Q4 		$1.58M Buy
+28,674
New +$1.57M 0.48% 39

Other funds holding VTEB

Wealthfront Advisers
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Financial Advisors's VTEB Position: Q2 2021 in Review

US Financial Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2021, closing a stake of 32,392 shares — an estimated $1.77M sold.

US Financial Advisors first reported a position in VTEB in Q4 2020 and held it in 2 quarters. The position peaked at $1.77M in Q1 2021. 617 funds tracked by Wall St. Rank hold VTEB as of Q2 2021.

  • US Financial Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2021 after selling out during the quarter.
  • US Financial Advisors sold 32,392 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2021, an estimated $1.77M.
  • US Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 2 quarters.
  • US Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.77M in Q1 2021.
  • 617 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.