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 Q2	$61.1K	Sell	1,208 -80	-6%	-$4.02K	﹤0.01%	315
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 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

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

Heritage Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.2% in Q2 2026, selling an estimated $4.02K and leaving 1,208 shares worth $61.1K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Heritage Wealth Advisors first reported a position in VTEB in Q2 2023 and has held it in 5 quarters since. The position peaked at $67.2K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Heritage Wealth Advisors held 1,208 shares of Vanguard Tax-Exempt Bond Index Fund worth $61.1K as of Q2 2026.
Heritage Wealth Advisors sold 80 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.02K.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #315 holding.
Heritage Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 5 quarters since.
Heritage Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $67.2K in Q4 2025.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.