HIM
VTEB icon

Hillsdale Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Hillsdale Investment Management’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
Q1 		$286K Hold
5,740
– – 0.01% 525
2025
Q4 		$289K Hold
5,740
– – 0.01% 475
2025
Q3 		$287K Sell
5,740
-700
-11% -$34.4K 0.01% 469
2025
Q2 		$316K Buy
+6,440
New +$315K 0.01% 424

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hillsdale Investment Management's VTEB Position: Q1 2026 in Review

Hillsdale Investment Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 5,740 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #525.

Hillsdale Investment Management first reported a position in VTEB in Q2 2025 and has held it in 4 quarters since. The position peaked at $316K in Q2 2025. 1,350 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Hillsdale Investment Management held 5,740 shares of Vanguard Tax-Exempt Bond Index Fund worth $286K as of Q1 2026.
  • Hillsdale Investment Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #525 holding.
  • Hillsdale Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 4 quarters since.
  • Hillsdale Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $316K in Q2 2025.
  • 1,350 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.