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

HHM 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	$1.3M	Sell	25,741 -142	-0.5%	-$7.14K	0.13%	68
2026 Q1	$1.29M	Buy	25,883 +1,787	+7%	+$90.2K	0.15%	60
2025 Q4	$1.21M	Sell	24,096 -11,933	-33%	-$600K	0.14%	60
2025 Q3	$1.8M	Buy	36,029 +1,369	+4%	+$67.3K	0.21%	46
2025 Q2	$1.7M	Sell	34,660 -1,698	-5%	-$82.9K	0.2%	49
2025 Q1	$1.8M	Buy	36,358 +1,281	+4%	+$64.1K	0.24%	43
2024 Q4	$1.76M	Buy	35,077 +4,862	+16%	+$246K	0.24%	44
2024 Q3	$1.54M	Buy	30,215 +7,462	+33%	+$378K	0.22%	45
2024 Q2	$1.14M	Sell	22,753 -3,807	-14%	-$190K	0.17%	54
2024 Q1	$1.34M	Buy	26,560 +8,906	+50%	+$451K	0.22%	41
2023 Q4	$901K	Sell	17,654 -44	-0.2%	-$2.16K	0.16%	53
2023 Q3	$851K	Buy	17,698 +3,522	+25%	+$174K	0.17%	51
2023 Q2	$712K	Sell	14,176 -106	-0.7%	-$5.33K	0.13%	58
2023 Q1	$724K	Sell	14,282 -1,866	-12%	-$93.7K	0.15%	52
2022 Q4	$799K	Buy	+16,148	New	+$789K	0.18%	42

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

HHM Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.55% in Q2 2026, selling an estimated $7.14K and leaving 25,741 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #68.

HHM Wealth Advisors first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.8M in Q1 2025. 519 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

HHM Wealth Advisors held 25,741 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.3M as of Q2 2026.
HHM Wealth Advisors sold 142 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $7.14K.
Vanguard Tax-Exempt Bond Index Fund made up 0.13% of HHM Wealth Advisors's portfolio in Q2 2026, its #68 holding.
HHM Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
HHM Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.8M in Q1 2025.
519 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.