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

Heritage 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
Q1 		$64.3K Sell
1,288
-49
-4% -$2.47K ﹤0.01% 295
2025
Q4 		$67.2K Hold
1,337
– – ﹤0.01% 290
2025
Q3 		$66.9K Buy
+1,337
New +$65.7K ﹤0.01% 277
2023
Q3 		– Sell
-270
Closed -$13.6K – 571
2023
Q2 		$13.6K Buy
+270
New +$13.6K ﹤0.01% 421

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Wealth Advisors's VTEB Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.7% in Q1 2026, selling an estimated $2.47K and leaving 1,288 shares worth $64.3K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Heritage Wealth Advisors first reported a position in VTEB in Q2 2023 and has held it in 4 quarters since. The position peaked at $67.2K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Heritage Wealth Advisors held 1,288 shares of Vanguard Tax-Exempt Bond Index Fund worth $64.3K as of Q1 2026.
  • Heritage Wealth Advisors sold 49 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $2.47K.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #295 holding.
  • Heritage Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 4 quarters since.
  • Heritage Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $67.2K in Q4 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.