HI
VTEB icon

Hendershot Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Hendershot Investments’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
Q2 		– Sell
-3,305
Closed -$164K – 134
2025
Q1 		$164K Hold
3,305
– – 0.02% 125
2024
Q4 		$166K Sell
3,305
-7,634
-70% -$386K 0.02% 126
2024
Q3 		$559K Hold
10,939
– – 0.08% 85
2024
Q2 		$548K Hold
10,939
– – 0.08% 81
2024
Q1 		$554K Hold
10,939
– – 0.08% 77
2023
Q4 		$558K Sell
10,939
-14,036
-56% -$688K 0.09% 78
2023
Q3 		$1.2M Sell
24,975
-770
-3% -$38.1K 0.2% 56
2023
Q2 		$1.29M Hold
25,745
– – 0.21% 54
2023
Q1 		$1.3M Hold
25,745
– – 0.22% 55
2022
Q4 		$1.27M Sell
25,745
-16,133
-39% -$789K 0.22% 61
2022
Q3 		$2.02M Hold
41,878
– – 0.38% 51
2022
Q2 		$2.09M Sell
41,878
-515
-1% -$25.8K 0.37% 55
2022
Q1 		$2.19M Sell
42,393
-6,827
-14% -$363K 0.33% 58
2021
Q4 		$2.7M Buy
49,220
+6,767
+16% +$371K 0.41% 53
2021
Q3 		$2.33M Buy
42,453
+7,925
+23% +$438K 0.44% 50
2021
Q2 		$1.91M Buy
34,528
+1,088
+3% +$59.9K 0.42% 45
2021
Q1 		$1.83M Sell
33,440
-3,345
-9% -$184K 0.42% 46
2020
Q4 		$2.03M Buy
36,785
+1,400
+4% +$76.4K 0.52% 46
2020
Q3 		$1.93M Buy
+35,385
New +$1.93M 0.55% 42

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Hendershot Investments's VTEB Position: Q2 2025 in Review

Hendershot Investments sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 3,305 shares — an estimated $164K sold.

Hendershot Investments first reported a position in VTEB in Q3 2020 and held it in 19 quarters. The position peaked at $2.7M in Q4 2021. 1,208 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Hendershot Investments reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • Hendershot Investments sold 3,305 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $164K.
  • Hendershot Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and held it in 19 quarters.
  • Hendershot Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.7M in Q4 2021.
  • 1,208 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Hendershot Investments's 13F filing for Q2 2025, filed 13 Aug 2025.