Heritage Wealth Management (Ohio)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Heritage Wealth Management (Ohio)’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	–	Sell	-5,425	Closed	-$273K	–	254
2025 Q4	$273K	Buy	5,425 +235	+5%	+$11.8K	0.08%	214
2025 Q3	$260K	Hold	5,190	–	–	0.08%	212
2025 Q2	$254K	Sell	5,190 -2,050	-28%	-$100K	0.08%	203
2025 Q1	$359K	Hold	7,240	–	–	0.12%	168
2024 Q4	$363K	Hold	7,240	–	–	0.12%	165
2024 Q3	$370K	Sell	7,240 -325	-4%	-$16.5K	0.12%	163
2024 Q2	$380K	Buy	+7,565	New	+$379K	0.13%	160

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s VTEB Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 5,425 shares — an estimated $273K sold.

Heritage Wealth Management (Ohio) first reported a position in VTEB in Q2 2024 and held it in 7 quarters. The position peaked at $380K in Q2 2024. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 5,425 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $273K.
Heritage Wealth Management (Ohio) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $380K in Q2 2024.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.