HCR Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

HCR Wealth Advisors’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	$472K	Hold	9,334	–	–	0.04%	163
2026 Q1	$466K	Hold	9,334	–	–	0.05%	157
2025 Q4	$469K	Hold	9,334	–	–	0.05%	155
2025 Q3	$467K	Hold	9,334	–	–	0.05%	149
2025 Q2	$458K	Hold	9,334	–	–	0.05%	150
2025 Q1	$463K	Buy	9,334 +34	+0.4%	+$1.7K	0.06%	144
2024 Q4	$466K	Hold	9,300	–	–	0.06%	143
2024 Q3	$475K	Hold	9,300	–	–	0.06%	143
2024 Q2	$466K	Hold	9,300	–	–	0.07%	135
2024 Q1	$471K	Buy	+9,300	New	+$471K	0.07%	134

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HCR Wealth Advisors's VTEB Position: Q2 2026 in Review

HCR Wealth Advisors held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 9,334 shares worth $472K. The position accounts for 0.04% of the portfolio, ranked #163.

HCR Wealth Advisors first reported a position in VTEB in Q1 2024 and has held it in 10 quarters since. The position peaked at $475K in Q3 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

HCR Wealth Advisors held 9,334 shares of Vanguard Tax-Exempt Bond Index Fund worth $472K as of Q2 2026.
HCR Wealth Advisors left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #163 holding.
HCR Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2024 and has held it in 10 quarters since.
HCR Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $475K in Q3 2024.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.