Vanguard Personalized Indexing Management’s iShares National Muni Bond ETF MUB Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,253	Closed	-$231K	–	1307
2022 Q3	$231K	Sell	2,253 -3,089	-58%	-$328K	0.01%	1056
2022 Q2	$568K	Buy	5,342 +2,988	+127%	+$319K	0.03%	760
2022 Q1	$258K	Sell	2,354 -5,935	-72%	-$670K	0.01%	1038
2021 Q4	$964K	Buy	8,289 +1,799	+28%	+$209K	0.06%	413
2021 Q3	$754K	Buy	6,490 +56	+0.9%	+$6.57K	0.07%	320
2021 Q2	$754K	Hold	6,434	–	–	0.08%	315
2021 Q1	$747K	Sell	6,434 -1,341	-17%	-$156K	0.11%	202
2020 Q4	$911K	Sell	7,775 -10,322	-57%	-$1.2M	0.2%	110
2020 Q3	$2.1M	Buy	+18,097	New	+$2.1M	0.59%	31

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Personalized Indexing Management's MUB Position: Q4 2022 in Review

Vanguard Personalized Indexing Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 2,253 shares — an estimated $231K sold.

Vanguard Personalized Indexing Management first reported a position in MUB in Q3 2020 and held it in 9 quarters. The position peaked at $2.1M in Q3 2020. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Vanguard Personalized Indexing Management reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 2,253 iShares National Muni Bond ETF shares in Q4 2022, an estimated $231K.
Vanguard Personalized Indexing Management first reported a position in iShares National Muni Bond ETF in Q3 2020 and held it in 9 quarters.
Vanguard Personalized Indexing Management's iShares National Muni Bond ETF position peaked at $2.1M in Q3 2020.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2022, filed 10 Feb 2023.