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

HB 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 		$2.46M Buy
48,611
+13,980
+40% +$702K 0.01% 423
2026
Q1 		$1.73M Buy
34,631
+4,562
+15% +$230K 0.01% 471
2025
Q4 		$1.51M Sell
30,069
-197
-0.7% -$9.91K 0.01% 494
2025
Q3 		$1.52M Buy
30,266
+8,131
+37% +$400K 0.01% 487
2025
Q2 		$1.09M Buy
22,135
+7,552
+52% +$369K 0.01% 513
2025
Q1 		$724K Buy
14,583
+20
+0.1% +$1K 0.01% 643
2024
Q4 		$730K Sell
14,563
-989
-6% -$50K 0.01% 496
2024
Q3 		$795K Buy
15,552
+1,196
+8% +$60.6K 0.01% 445
2024
Q2 		$719K Sell
14,356
-3,870
-21% -$194K 0.01% 444
2024
Q1 		$922K Sell
18,226
-1,418
-7% -$71.9K 0.01% 367
2023
Q4 		$1M Buy
19,644
+9,383
+91% +$460K 0.01% 318
2023
Q3 		$494K Sell
10,261
-207
-2% -$10.3K 0.01% 430
2023
Q2 		$526K Buy
10,468
+2,240
+27% +$113K 0.01% 404
2023
Q1 		$417K Hold
8,228
– – 0.01% 455
2022
Q4 		$407K Sell
8,228
-21,987
-73% -$1.07M 0.01% 443
2022
Q3 		$1.46M Buy
30,215
+22,253
+279% +$1.11M 0.03% 211
2022
Q2 		$397K Sell
7,962
-25,903
-76% -$1.3M 0.01% 383
2022
Q1 		$1.75M Buy
+33,865
New +$1.8M 0.03% 198

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

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

HB Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 40% in Q2 2026, buying an estimated $702K and bringing the position to 48,611 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #423.

HB Wealth Management first reported a position in VTEB in Q1 2022 and has held it in 18 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • HB Wealth Management held 48,611 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.46M as of Q2 2026.
  • HB Wealth Management bought 13,980 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $702K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #423 holding.
  • HB Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 18 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.