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VTEB icon

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

WealthShield’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
2017
Q4 		$1.39M Buy
+26,850
New +$1.39M 0.84% 26

Other funds holding VTEB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

WealthShield's VTEB Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2017: 26,850 shares worth $1.39M. The stake represents 0.84% of the portfolio and ranks #26 among its holdings.

158 funds tracked by Wall St. Rank hold VTEB as of Q4 2017.

  • WealthShield held 26,850 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.39M as of Q4 2017.
  • Vanguard Tax-Exempt Bond Index Fund was a new WealthShield position in Q4 2017.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.84% of WealthShield's portfolio in Q4 2017, its #26 holding.
  • 158 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.