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USA Financial Formulas’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

USA Financial Formulas’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
2019
Q1 		– Sell
-47
Closed -$2K – 355
2018
Q4 		$2K Buy
+47
New +$2.37K ﹤0.01% 294

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
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

USA Financial Formulas's VTEB Position: Q1 2019 in Review

USA Financial Formulas sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2019, closing a stake of 47 shares — an estimated $2K sold.

USA Financial Formulas first reported a position in VTEB in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 274 funds tracked by Wall St. Rank hold VTEB as of Q1 2019.

  • USA Financial Formulas reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2019 after selling out during the quarter.
  • USA Financial Formulas sold 47 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2019, an estimated $2K.
  • USA Financial Formulas first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 1 quarter.
  • USA Financial Formulas's Vanguard Tax-Exempt Bond Index Fund position peaked at $2K in Q4 2018.
  • 274 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.