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Whitney & Co’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Whitney & Co’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
Q4 		– Sell
-4,400
Closed -$240K – 127
2020
Q3 		$240K Hold
4,400
– – 0.05% 106
2020
Q2 		$238K Buy
+4,400
New +$234K 0.05% 97

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $10.6B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Whitney & Co's VTEB Position: Q4 2020 in Review

Whitney & Co sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2020, closing a stake of 4,400 shares — an estimated $240K sold.

Whitney & Co first reported a position in VTEB in Q2 2020 and held it in 2 quarters. The position peaked at $240K in Q3 2020. 543 funds tracked by Wall St. Rank hold VTEB as of Q4 2020.

  • Whitney & Co reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2020 after selling out during the quarter.
  • Whitney & Co sold 4,400 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2020, an estimated $240K.
  • Whitney & Co first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and held it in 2 quarters.
  • Whitney & Co's Vanguard Tax-Exempt Bond Index Fund position peaked at $240K in Q3 2020.
  • 543 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2020.

Based on Whitney & Co's 13F filing for Q4 2020, filed 10 Feb 2021.