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Hoxton Planning & Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Hoxton Planning & 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
Q2 		$1.42M Buy
28,060
+1,336
+5% +$67.1K 0.37% 57
2026
Q1 		$1.33M Buy
26,724
+2,215
+9% +$112K 0.4% 48
2025
Q4 		$1.23M Buy
24,509
+8,477
+53% +$427K 0.37% 53
2025
Q3 		$803K Buy
16,032
+5,614
+54% +$276K 0.26% 71
2025
Q2 		$511K Sell
10,418
-1,312
-11% -$64.1K 0.18% 103
2025
Q1 		$582K Buy
11,730
+4,380
+60% +$219K 0.22% 86
2024
Q4 		$368K Buy
7,350
+46
+0.6% +$2.33K 0.14% 128
2024
Q3 		$373K Buy
+7,304
New +$370K 0.14% 131

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Hoxton Planning & Management's VTEB Position: Q2 2026 in Review

Hoxton Planning & Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5% in Q2 2026, buying an estimated $67.1K and bringing the position to 28,060 shares worth $1.42M. The position accounts for 0.37% of the portfolio, ranked #57.

Hoxton Planning & Management first reported a position in VTEB in Q3 2024 and has held it in 8 quarters since. 331 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Hoxton Planning & Management held 28,060 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.42M as of Q2 2026.
  • Hoxton Planning & Management bought 1,336 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $67.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.37% of Hoxton Planning & Management's portfolio in Q2 2026, its #57 holding.
  • Hoxton Planning & Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 8 quarters since.
  • 331 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.