Vigilant Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Vigilant Capital 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 Q1	–	Sell	-2,940	Closed	-$161K	–	652
2021 Q4	$161K	Buy	+2,940	New	+$161K	0.01%	215
2020 Q2	–	Sell	-389	Closed	-$21K	–	355
2020 Q1	$21K	Hold	389	–	–	﹤0.01%	258
2019 Q4	$21K	Hold	389	–	–	﹤0.01%	389
2019 Q3	$21K	Hold	389	–	–	﹤0.01%	314
2019 Q2	$21K	Buy	+389	New	+$20.4K	﹤0.01%	317

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Vigilant Capital Management's VTEB Position: Q1 2022 in Review

Vigilant Capital Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2022, closing a stake of 2,940 shares — an estimated $161K sold.

Vigilant Capital Management first reported a position in VTEB in Q2 2019 and held it in 5 quarters. The position peaked at $161K in Q4 2021. 735 funds tracked by Wall St. Rank hold VTEB as of Q1 2022.

Vigilant Capital Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2022 after selling out during the quarter.
Vigilant Capital Management sold 2,940 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2022, an estimated $161K.
Vigilant Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and held it in 5 quarters.
Vigilant Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $161K in Q4 2021.
735 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2022.

Based on Vigilant Capital Management's 13F filing for Q1 2022, filed 7 Apr 2022.