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Wipfli Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Wipfli Financial Advisors’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
Q3 		$1.07M Buy
22,283
+15,320
+220% +$766K 0.08% 112
2022
Q2 		$348K Buy
6,963
+456
+7% +$22.9K 0.04% 71
2022
Q1 		$335K Buy
+6,507
New +$346K 0.03% 75

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wipfli Financial Advisors's VTEB Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 220% in Q3 2022, buying an estimated $766K and bringing the position to 22,283 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #112.

Wipfli Financial Advisors first reported a position in VTEB in Q1 2022 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold VTEB as of Q3 2022.

  • Wipfli Financial Advisors held 22,283 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.07M as of Q3 2022.
  • Wipfli Financial Advisors bought 15,320 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2022, an estimated $766K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Wipfli Financial Advisors's portfolio in Q3 2022, its #112 holding.
  • Wipfli Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 3 quarters since.
  • 758 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.