Hilltop Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Hilltop 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 Q1	$972K	Sell	19,490 -2,878	-13%	-$145K	0.25%	50
2025 Q4	$1.12M	Sell	22,368 -5,801	-21%	-$292K	0.29%	48
2025 Q3	$1.41M	Sell	28,169 -7,423	-21%	-$365K	0.42%	40
2025 Q2	$1.75M	Sell	35,592 -1,359	-4%	-$66.4K	0.53%	34
2025 Q1	$1.83M	Buy	36,951 +77	+0.2%	+$3.85K	0.62%	31
2024 Q4	$1.85M	Buy	36,874 +3,503	+10%	+$177K	0.63%	30
2024 Q3	$1.71M	Sell	33,371 -3,538	-10%	-$179K	0.57%	29
2024 Q2	$1.85M	Buy	36,909 +11,819	+47%	+$591K	0.68%	19
2024 Q1	$1.27M	Buy	25,090 +4,179	+20%	+$212K	0.45%	34
2023 Q4	$1.07M	Sell	20,911 -4,344	-17%	-$213K	0.42%	33
2023 Q3	$1.21M	Buy	25,255 +7,197	+40%	+$357K	0.51%	28
2023 Q2	$907K	Buy	18,058 +3,936	+28%	+$198K	0.38%	32
2023 Q1	$715K	Buy	+14,122	New	+$709K	0.32%	34

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hilltop Partners's VTEB Position: Q1 2026 in Review

Hilltop Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q1 2026, selling an estimated $145K and leaving 19,490 shares worth $972K. The position accounts for 0.25% of the portfolio, ranked #50.

Hilltop Partners first reported a position in VTEB in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.85M in Q2 2024. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Hilltop Partners held 19,490 shares of Vanguard Tax-Exempt Bond Index Fund worth $972K as of Q1 2026.
Hilltop Partners sold 2,878 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $145K.
Vanguard Tax-Exempt Bond Index Fund made up 0.25% of Hilltop Partners's portfolio in Q1 2026, its #50 holding.
Hilltop Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 13 quarters since.
Hilltop Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.85M in Q2 2024.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Hilltop Partners's 13F filing for Q1 2026, filed 12 May 2026.