Hantz Financial Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Hantz Financial Services’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	$40K	Sell	794 -603	-43%	-$30.4K	﹤0.01%	1640
2025 Q4	$70K	Buy	1,397 +1,299	+1,326%	+$65.4K	﹤0.01%	1286
2025 Q3	$5K	Buy	+98	New	+$4.82K	﹤0.01%	2032
2021 Q3	–	Sell	-61	Closed	-$3K	–	869
2021 Q2	$3K	Buy	+61	New	+$3.36K	﹤0.01%	753

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hantz Financial Services's VTEB Position: Q1 2026 in Review

Hantz Financial Services reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 43% in Q1 2026, selling an estimated $30.4K and leaving 794 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Hantz Financial Services first reported a position in VTEB in Q2 2021 and has held it in 4 quarters since. The position peaked at $70K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Hantz Financial Services held 794 shares of Vanguard Tax-Exempt Bond Index Fund worth $40K as of Q1 2026.
Hantz Financial Services sold 603 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $30.4K.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #1640 holding.
Hantz Financial Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and has held it in 4 quarters since.
Hantz Financial Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $70K in Q4 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.