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

Hemington 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
2025
Q3 		$50K Buy
+1,000
New +$49.1K 0.01% 362
2025
Q1 		– Sell
-161
Closed -$8K – 1783
2024
Q4 		$8K Hold
161
– – ﹤0.01% 871
2024
Q3 		$8K Buy
+161
New +$8.16K ﹤0.01% 794

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Hemington Wealth Management's VTEB Position: Q3 2025 in Review

Hemington Wealth Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025: 1,000 shares worth $50K. The stake represents 0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: Hemington Wealth Management previously reported a position in VTEB as recently as Q4 2024.

Hemington Wealth Management first reported a position in VTEB in Q3 2024 and has held it in 3 quarters since. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

  • Hemington Wealth Management held 1,000 shares of Vanguard Tax-Exempt Bond Index Fund worth $50K as of Q3 2025.
  • Vanguard Tax-Exempt Bond Index Fund was a new Hemington Wealth Management position in Q3 2025.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #362 holding.
  • Hemington Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 3 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.