HFS
VTEB icon

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

HBC 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
2024
Q2 		– Sell
-32
Closed -$1K – 179
2024
Q1 		$1K Hold
32
– – ﹤0.01% 155
2023
Q4 		$1K Hold
32
– – ﹤0.01% 155
2023
Q3 		$1K Hold
32
– – ﹤0.01% 165
2023
Q2 		$1K Buy
+32
New +$1.61K ﹤0.01% 156
2022
Q4 		– Sell
-9,945
Closed -$1.78M – 186
2022
Q3 		$1.78M Buy
9,945
+9,922
+43,139% +$496K 1.5% 8
2022
Q2 		$1K Buy
+23
New +$1.15K ﹤0.01% 163

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HBC Financial Services's VTEB Position: Q2 2024 in Review

HBC Financial Services sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2024, closing a stake of 32 shares — an estimated $1K sold.

HBC Financial Services first reported a position in VTEB in Q2 2022 and held it in 6 quarters. The position peaked at $1.78M in Q3 2022. 1,086 funds tracked by Wall St. Rank hold VTEB as of Q2 2024.

  • HBC Financial Services reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2024 after selling out during the quarter.
  • HBC Financial Services sold 32 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2024, an estimated $1K.
  • HBC Financial Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 6 quarters.
  • HBC Financial Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.78M in Q3 2022.
  • 1,086 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2024.

Based on HBC Financial Services's 13F filing for Q2 2024, filed 7 Aug 2024.