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

Hassell Wealth 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	$749K	Sell	14,903 -65,963	-82%	-$3.31M	0.23%	25
2026 Q1	$4.03M	Buy	80,866 +85	+0.1%	+$4.29K	1.35%	14
2025 Q4	$4.09M	Buy	80,781 +5,106	+7%	+$257K	1.37%	14
2025 Q3	$3.79M	Buy	75,675 +82	+0.1%	+$4.03K	1.31%	14
2025 Q2	$3.67M	Buy	75,593 +120	+0.2%	+$5.86K	1.34%	14
2025 Q1	$3.66M	Buy	75,473 +7,130	+10%	+$357K	1.56%	14
2024 Q4	$3.43M	Buy	+68,343	New	+$3.46M	1.38%	15

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Hassell Wealth Management's VTEB Position: Q2 2026 in Review

Hassell Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 82% in Q2 2026, selling an estimated $3.31M and leaving 14,903 shares worth $749K. The position accounts for 0.23% of the portfolio, ranked #25.

Hassell Wealth Management first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.09M in Q4 2025. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Hassell Wealth Management held 14,903 shares of Vanguard Tax-Exempt Bond Index Fund worth $749K as of Q2 2026.
Hassell Wealth Management sold 65,963 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $3.31M.
Vanguard Tax-Exempt Bond Index Fund made up 0.23% of Hassell Wealth Management's portfolio in Q2 2026, its #25 holding.
Hassell Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Hassell Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.09M in Q4 2025.
517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Hassell Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.