VPIM
VTEB icon

Vanguard Personalized Indexing Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Vanguard Personalized Indexing Management’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
Q3 		– Sell
-9,772
Closed -$488K – 1316
2022
Q2 		$488K Sell
9,772
-4,264
-30% -$214K 0.02% 834
2022
Q1 		$724K Sell
14,036
-22,707
-62% -$1.21M 0.04% 635
2021
Q4 		$2.02M Sell
36,743
-1,813
-5% -$99.3K 0.12% 161
2021
Q3 		$2.11M Buy
38,556
+4,071
+12% +$225K 0.19% 103
2021
Q2 		$1.91M Buy
34,485
+4,249
+14% +$234K 0.2% 101
2021
Q1 		$1.65M Buy
30,236
+6,499
+27% +$357K 0.25% 83
2020
Q4 		$1.31M Buy
+23,737
New +$1.3M 0.29% 73

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return