Horizons Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Horizons Wealth 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	$816K	Hold	16,365	–	–	0.54%	29
2025 Q4	$823K	Buy	16,365 +2,837	+21%	+$143K	0.54%	30
2025 Q3	$677K	Buy	13,528 +868	+7%	+$42.7K	0.46%	35
2025 Q2	$621K	Buy	12,660 +631	+5%	+$30.8K	0.44%	36
2025 Q1	$597K	Buy	12,029 +3,020	+34%	+$151K	0.44%	37
2024 Q4	$452K	Buy	9,009 +498	+6%	+$25.2K	0.34%	43
2024 Q3	$435K	Hold	8,511	–	–	0.33%	41
2024 Q2	$429K	Buy	8,511 +979	+13%	+$49K	0.34%	40
2024 Q1	$385K	Hold	7,532	–	–	0.25%	45
2023 Q4	$385K	Buy	7,532 +722	+11%	+$35.4K	0.25%	45
2023 Q3	$328K	Hold	6,810	–	–	0.24%	50
2023 Q2	$342K	Hold	6,810	–	–	0.24%	47
2023 Q1	$345K	Hold	6,810	–	–	0.25%	45
2022 Q4	$337K	Hold	6,810	–	–	0.27%	40
2022 Q3	$328K	Hold	6,810	–	–	0.3%	38
2022 Q2	$344K	Buy	+6,810	New	+$341K	0.28%	39

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

Horizons Wealth Management's VTEB Position: Q1 2026 in Review

Horizons Wealth Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q1 2026 at 16,365 shares worth $816K. The position accounts for 0.54% of the portfolio, ranked #29.

Horizons Wealth Management first reported a position in VTEB in Q2 2022 and has held it in 16 quarters since. The position peaked at $823K in Q4 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Horizons Wealth Management held 16,365 shares of Vanguard Tax-Exempt Bond Index Fund worth $816K as of Q1 2026.
Horizons Wealth Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.54% of Horizons Wealth Management's portfolio in Q1 2026, its #29 holding.
Horizons Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $823K in Q4 2025.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.