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Wade Financial Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wade Financial Advisory’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
2023
Q1 		– Sell
-20,785
Closed -$1.03M – 82
2022
Q4 		$1.03M Sell
20,785
-94
-0.5% -$4.6K 0.47% 33
2022
Q3 		$1M Sell
20,879
-1,260
-6% -$63K 0.5% 33
2022
Q2 		$1.1M Sell
22,139
-17,709
-44% -$888K 0.52% 34
2022
Q1 		$2.05M Buy
39,848
+4,991
+14% +$266K 0.88% 29
2021
Q4 		$1.91M Buy
34,857
+1,900
+6% +$104K 1% 27
2021
Q3 		$1.8M Sell
32,957
-7,404
-18% -$409K 1.02% 27
2021
Q2 		$2.23M Buy
40,361
+7,935
+24% +$437K 1.22% 25
2021
Q1 		$1.77M Sell
32,426
-881
-3% -$48.4K 1.12% 26
2020
Q4 		$1.84M Sell
33,307
-2,747
-8% -$150K 1.23% 25
2020
Q3 		$1.96M Buy
36,054
+2,326
+7% +$127K 1.55% 21
2020
Q2 		$1.83M Buy
33,728
+1,078
+3% +$57.4K 1.58% 21
2020
Q1 		$1.73M Buy
32,650
+22,850
+233% +$1.22M 1.72% 21
2019
Q4 		$525K Buy
+9,800
New +$524K 0.46% 34

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wade Financial Advisory's VTEB Position: Q1 2023 in Review

Wade Financial Advisory sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2023, closing a stake of 20,785 shares — an estimated $1.03M sold.

Wade Financial Advisory first reported a position in VTEB in Q4 2019 and held it in 13 quarters. The position peaked at $2.23M in Q2 2021. 876 funds tracked by Wall St. Rank hold VTEB as of Q1 2023.

  • Wade Financial Advisory reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2023 after selling out during the quarter.
  • Wade Financial Advisory sold 20,785 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2023, an estimated $1.03M.
  • Wade Financial Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and held it in 13 quarters.
  • Wade Financial Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.23M in Q2 2021.
  • 876 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2023.

Based on Wade Financial Advisory's 13F filing for Q1 2023, filed 7 Apr 2023.