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Hill Investment Group Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Hill Investment Group 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
2024
Q4 		– Sell
-16,797
Closed -$839K – 87
2024
Q3 		$839K Buy
16,797
+55
+0.3% +$2.79K 0.12% 34
2024
Q2 		$845K Sell
16,742
-337
-2% -$16.9K 0.11% 35
2024
Q1 		$864K Buy
17,079
+1,102
+7% +$55.9K 0.12% 37
2023
Q4 		$816K Sell
15,977
-691
-4% -$33.9K 0.12% 35
2023
Q3 		$802K Sell
16,668
-1,315
-7% -$65.1K 0.13% 32
2023
Q2 		$903K Buy
17,983
+111
+0.6% +$5.58K 0.16% 30
2023
Q1 		$905K Buy
17,872
+1
+0% +$50 0.18% 29
2022
Q4 		$884K Sell
17,871
-3,549
-17% -$174K 0.21% 27
2022
Q3 		$1.03M Buy
21,420
+11,055
+107% +$553K 0.3% 27
2022
Q2 		$517K Sell
10,365
-24,000
-70% -$1.2M 0.14% 34
2022
Q1 		$1.77M Buy
34,365
+9,117
+36% +$485K 0.58% 20
2021
Q4 		$1.39M Buy
25,248
+1,123
+5% +$61.5K 0.81% 14
2021
Q3 		$1.32M Buy
24,125
+8,855
+58% +$490K 0.85% 12
2021
Q2 		$844K Buy
+15,270
New +$841K 0.7% 11

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hill Investment Group Partners's VTEB Position: Q4 2024 in Review

Hill Investment Group Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2024, closing a stake of 16,797 shares — an estimated $839K sold.

Hill Investment Group Partners first reported a position in VTEB in Q2 2021 and held it in 14 quarters. The position peaked at $1.77M in Q1 2022. 1,221 funds tracked by Wall St. Rank hold VTEB as of Q4 2024.

  • Hill Investment Group Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2024 after selling out during the quarter.
  • Hill Investment Group Partners sold 16,797 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2024, an estimated $839K.
  • Hill Investment Group Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2021 and held it in 14 quarters.
  • Hill Investment Group Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.77M in Q1 2022.
  • 1,221 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2024.

Based on Hill Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.