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HW
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
$1.47T AUM
27.86%
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
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
TIAA Trust, National Association
Charlotte, North Carolina
$1.65B AUM
16.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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