Hamilton Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Hamilton Wealth’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 Q3	–	Sell	-9,255	Closed	-$454K	–	134
2025 Q2	$454K	Buy	+9,255	New	+$452K	0.1%	65
2022 Q3	–	Sell	-5,242	Closed	-$262K	–	100
2022 Q2	$262K	Hold	5,242	–	–	0.1%	57
2022 Q1	$270K	Sell	5,242 -875	-14%	-$46.6K	0.12%	56
2021 Q4	$336K	Hold	6,117	–	–	0.15%	49
2021 Q3	$335K	Hold	6,117	–	–	0.15%	38
2021 Q2	$338K	Sell	6,117 -113	-2%	-$6.23K	0.16%	41
2021 Q1	$340K	Hold	6,230	–	–	0.17%	43
2020 Q4	$344K	Sell	6,230 -105	-2%	-$5.73K	0.18%	43
2020 Q3	$345K	Hold	6,335	–	–	0.19%	44
2020 Q2	$343K	Hold	6,335	–	–	0.2%	40
2020 Q1	$335K	Sell	6,335 -1,200	-16%	-$64.3K	0.25%	31
2019 Q4	$403K	Buy	7,535 +897	+14%	+$48K	0.27%	37
2019 Q3	$356K	Hold	6,638	–	–	0.25%	35
2019 Q2	$352K	Buy	6,638 +308	+5%	+$16.2K	0.26%	37
2019 Q1	$330K	Hold	6,330	–	–	0.26%	46
2018 Q4	$323K	Buy	+6,330	New	+$319K	0.32%	46

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Hamilton Wealth's VTEB Position: Q3 2025 in Review

Hamilton Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 9,255 shares — an estimated $454K sold.

Hamilton Wealth first reported a position in VTEB in Q4 2018 and held it in 16 quarters. The position peaked at $454K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Hamilton Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
Hamilton Wealth sold 9,255 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $454K.
Hamilton Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2018 and held it in 16 quarters.
Hamilton Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $454K in Q2 2025.
1,235 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Hamilton Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.