Hoxton Planning & Management
VTEB icon

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
Q3 		$1.51M Buy
31,968
+3,908
+14% +$193K 0.39% 50
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Hoxton Planning & Management's VTEB Position: Q3 2026 in Review

Hoxton Planning & Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 14% in Q3 2026, buying an estimated $193K and bringing the position to 31,968 shares worth $1.51M. The position accounts for 0.39% of the portfolio, ranked #50.

Hoxton Planning & Management first reported a position in VTEB in Q3 2024 and has held it in 9 quarters since. 1,278 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Hoxton Planning & Management held 31,968 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.51M as of Q3 2026.
  • Hoxton Planning & Management bought 3,908 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $193K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.39% of Hoxton Planning & Management's portfolio in Q3 2026, its #50 holding.
  • Hoxton Planning & Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 9 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.