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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DHJJ Financial Advisors's VTEB Position: Q1 2026 in Review

DHJJ Financial Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 16 shares worth $782. The position accounts for ﹤0.01% of the portfolio, ranked #849.

DHJJ Financial Advisors first reported a position in VTEB in Q3 2023 and has held it in 11 quarters since. The position peaked at $754K in Q2 2024. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • DHJJ Financial Advisors held 16 shares of Vanguard Tax-Exempt Bond Index Fund worth $782 as of Q1 2026.
  • DHJJ Financial Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #849 holding.
  • DHJJ Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $754K in Q2 2024.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.