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

DHJJ 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
2026 Q2	$798	Hold	16	–	–	﹤0.01%	853
2026 Q1	$782	Hold	16	–	–	﹤0.01%	849
2025 Q4	$786	Sell	16 -392	-96%	-$19.7K	﹤0.01%	808
2025 Q3	$20.5K	Sell	408 -497	-55%	-$24.4K	0.01%	488
2025 Q2	$44.4K	Sell	905 -1,475	-62%	-$72.1K	0.02%	362
2025 Q1	$118K	Sell	2,380 -6,897	-74%	-$345K	0.05%	201
2024 Q4	$465K	Sell	9,277 -3,828	-29%	-$194K	0.18%	92
2024 Q3	$670K	Sell	13,105 -1,945	-13%	-$98.6K	0.27%	70
2024 Q2	$754K	Buy	15,050 +239	+2%	+$12K	0.32%	61
2024 Q1	$749K	Buy	14,811 +250	+2%	+$12.7K	0.33%	55
2023 Q4	$743K	Buy	14,561 +14,551	+145,510%	+$714K	0.35%	50
2023 Q3	$481	Buy	+10	New	+$495	﹤0.01%	622

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DHJJ Financial Advisors's VTEB Position: Q2 2026 in Review

DHJJ Financial Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 16 shares worth $798. The position accounts for ﹤0.01% of the portfolio, ranked #853.

DHJJ Financial Advisors first reported a position in VTEB in Q3 2023 and has held it in 12 quarters since. The position peaked at $754K in Q2 2024. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

DHJJ Financial Advisors held 16 shares of Vanguard Tax-Exempt Bond Index Fund worth $798 as of Q2 2026.
DHJJ Financial Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #853 holding.
DHJJ Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $754K in Q2 2024.
1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.