Wealthspire Advisors (Maryland)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$8.87M	Buy	162,983 +41,290	+34%	+$2.25M	0.31%	46
2020 Q2	$6.59M	Buy	121,693 +107,504	+758%	+$5.73M	0.47%	34
2020 Q1	$751K	Sell	14,189 -17,871	-56%	-$957K	0.07%	179
2019 Q4	$1.72M	Buy	32,060 +10,890	+51%	+$583K	0.12%	108
2019 Q3	$1.14M	Buy	21,170 +450	+2%	+$24.1K	0.08%	127
2019 Q2	$1.1M	Buy	20,720 +5,419	+35%	+$285K	0.08%	130
2019 Q1	$798K	Buy	15,301 +3,449	+29%	+$177K	0.06%	165
2018 Q4	$605K	Buy	11,852 +10,807	+1,034%	+$544K	0.05%	188
2018 Q3	$53K	Buy	1,045 +1,037	+12,963%	+$52.8K	﹤0.01%	945
2018 Q2	$0	Buy	+8	New	+$406	﹤0.01%	2590

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

SCM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VTEB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 34% in Q3 2020, buying an estimated $2.25M and bringing the position to 162,983 shares worth $8.87M. The position accounts for 0.31% of the portfolio, ranked #46.

Wealthspire Advisors (Maryland) first reported a position in VTEB in Q2 2018 and has held it in 10 quarters since. 458 funds tracked by Wall St. Rank hold VTEB as of Q3 2020.

Wealthspire Advisors (Maryland) held 162,983 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.87M as of Q3 2020.
Wealthspire Advisors (Maryland) bought 41,290 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2020, an estimated $2.25M.
Vanguard Tax-Exempt Bond Index Fund made up 0.31% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #46 holding.
Wealthspire Advisors (Maryland) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2018 and has held it in 10 quarters since.
458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.