Zeke Capital Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Zeke Capital 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 Q4	$8.29M	Buy	+167,436	New	+$8.19M	0.54%	28
2018 Q1	–	Sell	-30,855	Closed	-$1.59M	–	690
2017 Q4	$1.59M	Sell	30,855 -15,570	-34%	-$804K	0.17%	110
2017 Q3	$2.4M	Hold	46,425	–	–	0.33%	53
2017 Q2	$2.38M	Sell	46,425 -3,460	-7%	-$177K	0.46%	31
2017 Q1	$2.53M	Hold	49,885	–	–	0.52%	26
2016 Q4	$2.51M	Buy	+49,885	New	+$2.54M	0.68%	18

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Zeke Capital Advisors's VTEB Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2022: 167,436 shares worth $8.29M. The stake represents 0.54% of the portfolio and ranks #28 among its holdings. This is a return to the name: Zeke Capital Advisors previously reported a position in VTEB as recently as Q4 2017.

Zeke Capital Advisors first reported a position in VTEB in Q4 2016 and has held it in 6 quarters since. 856 funds tracked by Wall St. Rank hold VTEB as of Q4 2022.

Zeke Capital Advisors held 167,436 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.29M as of Q4 2022.
Vanguard Tax-Exempt Bond Index Fund was a new Zeke Capital Advisors position in Q4 2022.
Vanguard Tax-Exempt Bond Index Fund made up 0.54% of Zeke Capital Advisors's portfolio in Q4 2022, its #28 holding.
Zeke Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2016 and has held it in 6 quarters since.
856 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.