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World Equity Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

World Equity Group’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
2023
Q1 		– Sell
-64,797
Closed -$3.21M – 590
2022
Q4 		$3.21M Buy
64,797
+2,176
+3% +$106K 0.76% 32
2022
Q3 		$3.01M Buy
62,621
+1,258
+2% +$62.9K 0.76% 34
2022
Q2 		$3.06M Sell
61,363
-8,344
-12% -$418K 0.77% 26
2022
Q1 		$3.59M Buy
+69,707
New +$3.71M 0.77% 22

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

World Equity Group's VTEB Position: Q1 2023 in Review

World Equity Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2023, closing a stake of 64,797 shares — an estimated $3.21M sold.

World Equity Group first reported a position in VTEB in Q1 2022 and held it in 4 quarters. The position peaked at $3.59M in Q1 2022. 876 funds tracked by Wall St. Rank hold VTEB as of Q1 2023.

  • World Equity Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2023 after selling out during the quarter.
  • World Equity Group sold 64,797 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2023, an estimated $3.21M.
  • World Equity Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and held it in 4 quarters.
  • World Equity Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.59M in Q1 2022.
  • 876 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2023.

Based on World Equity Group's 13F filing for Q1 2023, filed 26 Aug 2024.