Halbert Hargrove Global Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Halbert Hargrove Global 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
2025 Q4	–	Sell	-16	Closed	-$802	–	738
2025 Q3	$802	Buy	+16	New	+$786	﹤0.01%	678
2025 Q2	–	Sell	-111	Closed	-$5.51K	–	654
2025 Q1	$5.51K	Buy	+111	New	+$5.55K	﹤0.01%	302

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Halbert Hargrove Global Advisors's VTEB Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 16 shares — an estimated $802 sold.

Halbert Hargrove Global Advisors first reported a position in VTEB in Q1 2025 and held it in 2 quarters. The position peaked at $5.51K in Q1 2025. 1,318 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Halbert Hargrove Global Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 16 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $802.
Halbert Hargrove Global Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and held it in 2 quarters.
Halbert Hargrove Global Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.51K in Q1 2025.
1,318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.