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

Hilltop Wealth Advisors’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
2025 Q3	–	Sell	-55,360	Closed	-$2.71M	–	53
2025 Q2	$2.71M	Sell	55,360 -135,191	-71%	-$6.6M	1.52%	18
2025 Q1	$9.46M	Sell	190,551 -261,619	-58%	-$13.1M	5.34%	6
2024 Q4	$22.7M	Buy	452,170 +33,040	+8%	+$1.67M	11.46%	3
2024 Q3	$21.4M	Buy	419,130 +9,233	+2%	+$468K	10%	3
2024 Q2	$20.5M	Buy	409,897 +14,150	+4%	+$708K	10.31%	3
2024 Q1	$20M	Buy	395,747 +33,309	+9%	+$1.69M	10.24%	2
2023 Q4	$18.5M	Buy	+362,438	New	+$17.8M	10.55%	4

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Hilltop Wealth Advisors's VTEB Position: Q3 2025 in Review

Hilltop Wealth Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2025, closing a stake of 55,360 shares — an estimated $2.71M sold.

Hilltop Wealth Advisors first reported a position in VTEB in Q4 2023 and held it in 7 quarters. The position peaked at $22.7M in Q4 2024. 1,231 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Hilltop Wealth Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2025 after selling out during the quarter.
Hilltop Wealth Advisors sold 55,360 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $2.71M.
Hilltop Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 7 quarters.
Hilltop Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $22.7M in Q4 2024.
1,231 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Hilltop Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.