HGA
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Hobbs Group Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Hobbs Group 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
2026
Q2 		$519K Sell
10,255
-34
-0.3% -$1.71K 0.14% 105
2026
Q1 		$513K Sell
10,289
-270
-3% -$13.6K 0.15% 98
2025
Q4 		$531K Hold
10,559
– – 0.16% 96
2025
Q3 		$529K Buy
10,559
+5
+0% +$246 0.16% 95
2025
Q2 		$517K Buy
+10,554
New +$516K 0.18% 92
2025
Q1 		– Sell
-61,282
Closed -$3.07M – 160
2024
Q4 		$3.07M Sell
61,282
-2,483
-4% -$126K 1.15% 18
2024
Q3 		$3.26M Buy
63,765
+465
+0.7% +$23.6K 1.17% 16
2024
Q2 		$3.17M Buy
+63,300
New +$3.17M 1.21% 17
2023
Q4 		$3.16M Buy
+61,833
New +$3.03M 1.41% 15

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hobbs Group Advisors's VTEB Position: Q2 2026 in Review

Hobbs Group Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.33% in Q2 2026, selling an estimated $1.71K and leaving 10,255 shares worth $519K. The position accounts for 0.14% of the portfolio, ranked #105.

Hobbs Group Advisors first reported a position in VTEB in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.26M in Q3 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Hobbs Group Advisors held 10,255 shares of Vanguard Tax-Exempt Bond Index Fund worth $519K as of Q2 2026.
  • Hobbs Group Advisors sold 34 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.71K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.14% of Hobbs Group Advisors's portfolio in Q2 2026, its #105 holding.
  • Hobbs Group Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 9 quarters since.
  • Hobbs Group Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.26M in Q3 2024.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.