WF
VTEB icon

Welch & Forbes’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Welch & Forbes’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
2022
Q4 		– Sell
-4,808
Closed -$232K – 386
2022
Q3 		$232K Hold
4,808
– – ﹤0.01% 350
2022
Q2 		$240K Buy
+4,808
New +$241K ﹤0.01% 353

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Welch & Forbes's VTEB Position: Q4 2022 in Review

Welch & Forbes sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022, closing a stake of 4,808 shares — an estimated $232K sold.

Welch & Forbes first reported a position in VTEB in Q2 2022 and held it in 2 quarters. The position peaked at $240K in Q2 2022. 856 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

  • Welch & Forbes reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2022 after selling out during the quarter.
  • Welch & Forbes sold 4,808 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2022, an estimated $232K.
  • Welch & Forbes first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 2 quarters.
  • Welch & Forbes's Vanguard Tax-Exempt Bond Index Fund position peaked at $240K in Q2 2022.
  • 856 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Welch & Forbes's 13F filing for Q4 2022, filed 2 Feb 2023.