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 Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Vanguard Personalized Indexing Management's VTEB Position: Q3 2022 in Review

Vanguard Personalized Indexing Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2022, closing a stake of 9,772 shares — an estimated $488K sold.

Vanguard Personalized Indexing Management first reported a position in VTEB in Q4 2020 and held it in 7 quarters. The position peaked at $2.11M in Q3 2021. 759 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

Vanguard Personalized Indexing Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2022 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 9,772 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $488K.
Vanguard Personalized Indexing Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and held it in 7 quarters.
Vanguard Personalized Indexing Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.11M in Q3 2021.
759 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2022, filed 14 Nov 2022.