Wealth Quarterback’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wealth Quarterback’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
2021 Q3	$31K	Buy	561 +3	+0.5%	+$166	0.02%	303
2021 Q2	$31K	Buy	+558	New	+$30.7K	0.02%	292
2020 Q2	–	Sell	-1,299	Closed	-$30.3K	–	773
2020 Q1	$30.3K	Buy	1,299 +4	+0.3%	+$214	0.03%	280
2019 Q4	$69.3K	Buy	+1,295	New	+$69.3K	0.06%	201

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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 $162B AUM 16.35% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RJA

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wealth Quarterback's VTEB Position: Q3 2021 in Review

Wealth Quarterback increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.54% in Q3 2021, buying an estimated $166 and bringing the position to 561 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #303.

Wealth Quarterback first reported a position in VTEB in Q4 2019 and has held it in 4 quarters since. The position peaked at $69.3K in Q4 2019. 638 funds tracked by Wall St. Rank hold VTEB as of Q3 2021.

Wealth Quarterback held 561 shares of Vanguard Tax-Exempt Bond Index Fund worth $31K as of Q3 2021.
Wealth Quarterback bought 3 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2021, an estimated $166.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #303 holding.
Wealth Quarterback first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's Vanguard Tax-Exempt Bond Index Fund position peaked at $69.3K in Q4 2019.
638 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.