VWA
VTEB icon

V Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

V Wealth 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
2022
Q1 		– Sell
-4,749
Closed -$261K – 482
2021
Q4 		$261K Sell
4,749
-2,196
-32% -$120K 0.04% 379
2021
Q3 		$381K Hold
6,945
– – 0.06% 318
2021
Q2 		$384K Buy
6,945
+740
+12% +$40.8K 0.06% 326
2021
Q1 		$339K Sell
6,205
-152
-2% -$8.35K 0.06% 321
2020
Q4 		$351K Buy
+6,357
New +$347K 0.07% 280
2020
Q3 		– Sell
-5,357
Closed -$291K – 347
2020
Q2 		$291K Sell
5,357
-3,614
-40% -$193K 0.08% 279
2020
Q1 		$475K Buy
+8,971
New +$480K 0.15% 160

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return