High Net Worth Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

High Net Worth Advisory Group’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	$2.79M	Buy	55,210 +8,938	+19%	+$449K	0.59%	42
2026 Q1	$2.31M	Buy	46,272 +3,955	+9%	+$200K	0.54%	47
2025 Q4	$2.13M	Buy	42,317 +10,426	+33%	+$525K	0.49%	52
2025 Q3	$1.6M	Buy	31,891 +15,308	+92%	+$752K	0.38%	57
2025 Q2	$813K	Sell	16,583 -2,910	-15%	-$142K	0.22%	96
2025 Q1	$967K	Sell	19,493 -338	-2%	-$16.9K	0.27%	87
2024 Q4	$994K	Sell	19,831 -2,809	-12%	-$142K	0.28%	81
2024 Q3	$1.16M	Buy	22,640 +1,330	+6%	+$67.4K	0.32%	70
2024 Q2	$1.07M	Buy	21,310 +30	+0.1%	+$1.5K	0.32%	68
2024 Q1	$1.08M	Buy	21,280 +1,520	+8%	+$77K	0.34%	72
2023 Q4	$1.01M	Buy	19,760 +1,512	+8%	+$74.1K	0.37%	65
2023 Q3	$878K	Buy	18,248 +31	+0.2%	+$1.54K	0.35%	71
2023 Q2	$915K	Buy	18,217 +2,528	+16%	+$127K	0.36%	69
2023 Q1	$795K	Buy	15,689 +529	+3%	+$26.6K	0.32%	78
2022 Q4	$750K	Sell	15,160 -4,964	-25%	-$243K	0.29%	85
2022 Q3	$969K	Buy	20,124 +21	+0.1%	+$1.05K	0.41%	60
2022 Q2	$1M	Buy	20,103 +247	+1%	+$12.4K	0.42%	58
2022 Q1	$1.02M	Buy	19,856 +2,007	+11%	+$107K	0.37%	65
2021 Q4	$980K	Buy	+17,849	New	+$978K	0.34%	66

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

High Net Worth Advisory Group's VTEB Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 19% in Q2 2026, buying an estimated $449K and bringing the position to 55,210 shares worth $2.79M. The position accounts for 0.59% of the portfolio, ranked #42.

High Net Worth Advisory Group first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

High Net Worth Advisory Group held 55,210 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.79M as of Q2 2026.
High Net Worth Advisory Group bought 8,938 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $449K.
Vanguard Tax-Exempt Bond Index Fund made up 0.59% of High Net Worth Advisory Group's portfolio in Q2 2026, its #42 holding.
High Net Worth Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.