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

Heartwood 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 		$25.9M Buy
512,991
+47,105
+10% +$2.37M 2.02% 16
2026
Q1 		$23.2M Buy
465,886
+59,689
+15% +$3.01M 2.03% 15
2025
Q4 		$20.4M Buy
406,197
+1,663
+0.4% +$83.7K 1.88% 17
2025
Q3 		$20.3M Buy
404,534
+11,529
+3% +$567K 1.89% 17
2025
Q2 		$19.3M Sell
393,005
-4,445
-1% -$217K 2.01% 17
2025
Q1 		$19.7M Buy
397,450
+27,600
+7% +$1.38M 2.25% 14
2024
Q4 		$18.5M Buy
369,850
+3,733
+1% +$189K 2.09% 18
2024
Q3 		$18.7M Buy
366,117
+11,068
+3% +$561K 2.07% 17
2024
Q2 		$17.8M Buy
355,049
+9,849
+3% +$493K 2.13% 17
2024
Q1 		$17.5M Buy
345,200
+21,590
+7% +$1.09M 2.15% 16
2023
Q4 		$16.5M Sell
323,610
-1,790
-0.6% -$87.8K 2.2% 16
2023
Q3 		$15.7M Buy
325,400
+8,370
+3% +$415K 2.31% 17
2023
Q2 		$15.9M Buy
317,030
+16,739
+6% +$841K 2.26% 16
2023
Q1 		$15.2M Buy
300,291
+22,982
+8% +$1.15M 2.27% 16
2022
Q4 		$13.7M Sell
277,309
-4,492
-2% -$220K 2.15% 16
2022
Q3 		$13.6M Buy
281,801
+15,077
+6% +$754K 2.35% 15
2022
Q2 		$13.3M Buy
266,724
+28,216
+12% +$1.41M 2.19% 16
2022
Q1 		$12.3M Buy
238,508
+7,065
+3% +$376K 1.83% 19
2021
Q4 		$12.7M Buy
231,443
+3,936
+2% +$216K 1.91% 18
2021
Q3 		$12.5M Buy
227,507
+6,113
+3% +$338K 1.94% 18
2021
Q2 		$12.2M Buy
221,394
+4,654
+2% +$256K 1.88% 18
2021
Q1 		$11.8M Buy
216,740
+18,355
+9% +$1.01M 1.9% 17
2020
Q4 		$10.9M Sell
198,385
-4,023
-2% -$220K 1.77% 19
2020
Q3 		$11M Buy
202,408
+1,501
+0.7% +$81.9K 2.11% 17
2020
Q2 		$10.9M Buy
200,907
+7,331
+4% +$391K 2.15% 17
2020
Q1 		$10.2M Buy
193,576
+59,915
+45% +$3.21M 2.46% 17
2019
Q4 		$7.16M Buy
+133,661
New +$7.15M 1.37% 20

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
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
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

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

Heartwood Wealth Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 10% in Q2 2026, buying an estimated $2.37M and bringing the position to 512,991 shares worth $25.9M. The position accounts for 2.02% of the portfolio, ranked #16.

Heartwood Wealth Advisors first reported a position in VTEB in Q4 2019 and has held it in 27 quarters since. 618 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Heartwood Wealth Advisors held 512,991 shares of Vanguard Tax-Exempt Bond Index Fund worth $25.9M as of Q2 2026.
  • Heartwood Wealth Advisors bought 47,105 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.37M.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 27 quarters since.
  • 618 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.