HDIM
VTEB icon

Hanson & Doremus Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Hanson & Doremus Investment Management’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 		$12.3M Buy
244,169
+12,922
+6% +$649K 1.26% 15
2026
Q1 		$11.5M Buy
231,247
+94,367
+69% +$4.76M 1.33% 16
2025
Q4 		$6.88M Buy
136,880
+10,605
+8% +$534K 0.83% 22
2025
Q3 		$6.32M Buy
126,275
+17,725
+16% +$871K 0.8% 21
2025
Q2 		$5.32M Buy
108,550
+6,265
+6% +$306K 0.71% 25
2025
Q1 		$5.08M Buy
102,285
+14,987
+17% +$750K 0.74% 24
2024
Q4 		$4.38M Sell
87,298
-18,393
-17% -$930K 0.68% 25
2024
Q3 		$5.4M Buy
105,691
+10,800
+11% +$547K 0.86% 20
2024
Q2 		$4.75M Sell
94,891
-798,776
-89% -$40M 0.8% 23
2024
Q1 		$4.52M Buy
893,667
+819,104
+1,099% +$41.5M 0.78% 24
2023
Q4 		$3.81M Buy
74,563
+120
+0.2% +$5.88K 0.72% 26
2023
Q3 		$3.58M Buy
74,443
+13,560
+22% +$672K 0.74% 25
2023
Q2 		$3.06M Buy
60,883
+6,348
+12% +$319K 0.64% 31
2023
Q1 		$2.76M Buy
54,535
+3,855
+8% +$194K 0.61% 32
2022
Q4 		$2.51M Buy
50,680
+1,000
+2% +$48.9K 0.54% 40
2022
Q3 		$2.39M Sell
49,680
-604
-1% -$30.2K 0.62% 29
2022
Q2 		$2.51M Sell
50,284
-23,009
-31% -$1.15M 0.61% 32
2022
Q1 		$3.78M Buy
73,293
+1,333
+2% +$70.9K 0.81% 21
2021
Q4 		$3.95M Buy
71,960
+3,236
+5% +$177K 0.85% 21
2021
Q3 		$3.76M Buy
68,724
+28,631
+71% +$1.58M 0.87% 20
2021
Q2 		$2.18M Sell
40,093
-10,299
-20% -$567K 0.65% 26
2021
Q1 		$2.75M Buy
50,392
+6,284
+14% +$345K 0.64% 28
2020
Q4 		$2.43M Buy
44,108
+4,015
+10% +$219K 0.6% 35
2020
Q3 		$2.18M Buy
40,093
+4,398
+12% +$240K 0.65% 26
2020
Q2 		$1.93M Buy
35,695
+477
+1% +$25.4K 0.61% 30
2020
Q1 		$1.86M Sell
35,218
-280
-0.8% -$15K 0.63% 34
2019
Q4 		$1.9M Buy
35,498
+7,829
+28% +$419K 0.55% 44
2019
Q3 		$1.48M Buy
27,669
+4,391
+19% +$235K 0.46% 50
2019
Q2 		$1.24M Buy
23,278
+2,823
+14% +$148K 0.39% 58
2019
Q1 		$1.07M Buy
20,455
+6,114
+43% +$314K 0.35% 68
2018
Q4 		$732K Buy
14,341
+9,618
+204% +$485K 0.26% 84
2018
Q3 		$239K Sell
4,723
-390
-8% -$19.8K 0.07% 163
2018
Q2 		$261K Buy
5,113
+3,627
+244% +$184K 0.09% 153
2018
Q1 		$76K Buy
1,486
+330
+29% +$16.8K 0.02% 265
2017
Q4 		$60K Buy
1,156
+356
+45% +$18.4K 0.02% 275
2017
Q3 		$41K Buy
800
+319
+66% +$16.5K 0.01% 304
2017
Q2 		$25K Buy
+481
New +$24.6K 0.01% 346

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hanson & Doremus Investment Management's VTEB Position: Q2 2026 in Review

Hanson & Doremus Investment Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.6% in Q2 2026, buying an estimated $649K and bringing the position to 244,169 shares worth $12.3M. The position accounts for 1.26% of the portfolio, ranked #15.

Hanson & Doremus Investment Management first reported a position in VTEB in Q2 2017 and has held it in 37 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Hanson & Doremus Investment Management held 244,169 shares of Vanguard Tax-Exempt Bond Index Fund worth $12.3M as of Q2 2026.
  • Hanson & Doremus Investment Management bought 12,922 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $649K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.26% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #15 holding.
  • Hanson & Doremus Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2017 and has held it in 37 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.