HWP
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Highline Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Highline Wealth Partners’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 		$1.76M Sell
34,812
-274
-0.8% -$13.8K 0.36% 48
2026
Q1 		$1.75M Sell
35,086
-1,402
-4% -$70.8K 0.45% 41
2025
Q4 		$1.83M Sell
36,488
-3,793
-9% -$191K 0.52% 36
2025
Q3 		$2.02M Buy
40,281
+4,155
+12% +$204K 0.54% 37
2025
Q2 		$1.77M Sell
36,126
-161
-0.4% -$7.87K 0.52% 39
2025
Q1 		$1.8M Buy
36,287
+169
+0.5% +$8.46K 0.61% 37
2024
Q4 		$1.81M Buy
36,118
+126
+0.4% +$6.37K 0.59% 37
2024
Q3 		$1.84M Sell
35,992
-700
-2% -$35.5K 0.62% 38
2024
Q2 		$1.84M Buy
36,692
+130
+0.4% +$6.5K 0.69% 34
2024
Q1 		$1.85M Sell
36,562
-3,572
-9% -$181K 0.75% 31
2023
Q4 		$2.05M Sell
40,134
-1,713
-4% -$84K 0.99% 27
2023
Q3 		$2.01M Sell
41,847
-1,209
-3% -$59.9K 1.24% 21
2023
Q2 		$2.16M Sell
43,056
-431
-1% -$21.7K 1.36% 20
2023
Q1 		$2.2M Sell
43,487
-35
-0.1% -$1.76K 1.51% 19
2022
Q4 		$2.15M Buy
+43,522
New +$2.13M 1.59% 18

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Highline Wealth Partners's VTEB Position: Q2 2026 in Review

Highline Wealth Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.78% in Q2 2026, selling an estimated $13.8K and leaving 34,812 shares worth $1.76M. The position accounts for 0.36% of the portfolio, ranked #48.

Highline Wealth Partners first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.2M in Q1 2023. 283 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Highline Wealth Partners held 34,812 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.76M as of Q2 2026.
  • Highline Wealth Partners sold 274 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $13.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.36% of Highline Wealth Partners's portfolio in Q2 2026, its #48 holding.
  • Highline Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Highline Wealth Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.2M in Q1 2023.
  • 283 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.