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VTEB icon

Horizon Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Horizon Investments’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 		$640K Sell
12,719
-13,699
-52% -$688K 0.01% 851
2026
Q1 		$1.31M Buy
26,418
+16,461
+165% +$831K 0.01% 590
2025
Q4 		$501K Sell
9,957
-318
-3% -$16K 0.01% 857
2025
Q3 		$512K Buy
10,275
+573
+6% +$28.2K 0.01% 836
2025
Q2 		$473K Sell
9,702
-776
-7% -$37.9K 0.01% 804
2025
Q1 		$517K Sell
10,478
-18
-0.2% -$901 0.02% 371
2024
Q4 		$525K Buy
10,496
+773
+8% +$39.1K 0.02% 366
2024
Q3 		$494K Sell
9,723
-1,685
-15% -$85.4K 0.01% 368
2024
Q2 		$569K Sell
11,408
-269
-2% -$13.5K 0.02% 348
2024
Q1 		$588K Buy
11,677
+245
+2% +$12.4K 0.02% 333
2023
Q4 		$582K Sell
11,432
-330
-3% -$16.2K 0.02% 309
2023
Q3 		$563K Sell
11,762
-183,631
-94% -$9.1M 0.02% 271
2023
Q2 		$9.77M Buy
195,393
+20,053
+11% +$1.01M 0.28% 44
2023
Q1 		$8.84M Buy
175,340
+24,682
+16% +$1.24M 0.26% 46
2022
Q4 		$7.44M Buy
150,658
+20,085
+15% +$982K 0.21% 58
2022
Q3 		$6.26M Buy
130,573
+117,388
+890% +$5.87M 0.19% 53
2022
Q2 		$656K Sell
13,185
-126,798
-91% -$6.36M 0.02% 236
2022
Q1 		$7.2M Buy
+139,983
New +$7.45M 0.2% 56

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

Horizon Investments's VTEB Position: Q2 2026 in Review

Horizon Investments reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 52% in Q2 2026, selling an estimated $688K and leaving 12,719 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #851.

Horizon Investments first reported a position in VTEB in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.77M in Q2 2023. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Horizon Investments held 12,719 shares of Vanguard Tax-Exempt Bond Index Fund worth $640K as of Q2 2026.
  • Horizon Investments sold 13,699 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $688K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #851 holding.
  • Horizon Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 18 quarters since.
  • Horizon Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $9.77M in Q2 2023.
  • 1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.