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

WealthStone’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 Q1	$2.43M	Hold	44,532	–	–	0.85%	16
2020 Q4	$2.46M	Hold	44,532	–	–	0.87%	15
2020 Q3	$2.42M	Hold	44,532	–	–	1.11%	12
2020 Q2	$2.41M	Hold	44,532	–	–	1.15%	14
2020 Q1	$2.36M	Sell	44,532 -127,125	-74%	-$6.81M	2.37%	8
2019 Q4	$9.19M	Hold	171,657	–	–	5.43%	6
2019 Q3	$9.2M	Buy	+171,657	New	+$9.19M	4.89%	7
2019 Q2	–	Hold	0	–	–	–	5

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

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

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

WealthStone's VTEB Position: Q1 2021 in Review

WealthStone held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2021 at 44,532 shares worth $2.43M. The position accounts for 0.85% of the portfolio, ranked #16.

WealthStone first reported a position in VTEB in Q3 2019 and has held it in 7 quarters since. The position peaked at $9.2M in Q3 2019. 578 funds tracked by Wall St. Rank hold VTEB as of Q1 2021.

WealthStone held 44,532 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.43M as of Q1 2021.
WealthStone left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2021.
Vanguard Tax-Exempt Bond Index Fund made up 0.85% of WealthStone's portfolio in Q1 2021, its #16 holding.
WealthStone first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2019 and has held it in 7 quarters since.
WealthStone's Vanguard Tax-Exempt Bond Index Fund position peaked at $9.2M in Q3 2019.
578 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.