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Winslow Evans & Crocker’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Winslow Evans & Crocker’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 		$62K Buy
1,120
+530
+90% +$28.9K 0.01% 554
2020
Q3 		$32K Hold
590
– – 0.01% 543
2020
Q2 		$32K Buy
+590
New +$31.4K 0.01% 527

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

Winslow Evans & Crocker's VTEB Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 90% in Q4 2020, buying an estimated $28.9K and bringing the position to 1,120 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #554.

Winslow Evans & Crocker first reported a position in VTEB in Q2 2020 and has held it in 3 quarters since. 543 funds tracked by Wall St. Rank hold VTEB as of Q4 2020.

  • Winslow Evans & Crocker held 1,120 shares of Vanguard Tax-Exempt Bond Index Fund worth $62K as of Q4 2020.
  • Winslow Evans & Crocker bought 530 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2020, an estimated $28.9K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #554 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 3 quarters since.
  • 543 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.