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 Q2	$418K	Buy	+8,265	New	+$415K	0.1%	186
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 $1.81T 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 Management (Ohio)'s VTEB Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 8,265 shares worth $418K. The stake represents 0.1% of the portfolio and ranks #186 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in VTEB as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in VTEB in Q2 2024 and has held it in 8 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Heritage Wealth Management (Ohio) held 8,265 shares of Vanguard Tax-Exempt Bond Index Fund worth $418K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #186 holding.
Heritage Wealth Management (Ohio) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 8 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.