HT Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

HT Partners’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	$653K	Hold	12,904	–	–	0.18%	34
2026 Q1	$644K	Hold	12,904	–	–	0.2%	31
2025 Q4	$649K	Hold	12,904	–	–	0.19%	31
2025 Q3	$646K	Sell	12,904 -429,593	-97%	-$21.1M	0.2%	30
2025 Q2	$21.7M	Buy	442,497 +201,418	+84%	+$9.84M	6.63%	3
2025 Q1	$12M	Buy	241,079 +20,703	+9%	+$1.04M	4.1%	4
2024 Q4	$11M	Buy	+220,376	New	+$11.1M	3.76%	6
2024 Q2	–	Sell	-14,273	Closed	-$722K	–	52
2024 Q1	$722K	Buy	14,273 +6,342	+80%	+$321K	0.26%	26
2023 Q4	$405K	Sell	7,931 -824,967	-99%	-$40.5M	0.16%	31
2023 Q3	$40.1M	Buy	832,898 +45,930	+6%	+$2.28M	11.97%	3
2023 Q2	$39.5M	Hold	786,968	–	–	11.38%	3
2023 Q1	$39.9M	Buy	786,968 +12,627	+2%	+$634K	11.77%	3
2022 Q4	$38.3M	Buy	774,341 +3,000	+0.4%	+$147K	12.59%	3
2022 Q3	$37.1M	Hold	771,341	–	–	15.86%	2
2022 Q2	$38.5M	Buy	+771,341	New	+$38.7M	15.32%	3

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HT Partners's VTEB Position: Q2 2026 in Review

HT Partners held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 12,904 shares worth $653K. The position accounts for 0.18% of the portfolio, ranked #34.

HT Partners first reported a position in VTEB in Q2 2022 and has held it in 15 quarters since. The position peaked at $40.1M in Q3 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

HT Partners held 12,904 shares of Vanguard Tax-Exempt Bond Index Fund worth $653K as of Q2 2026.
HT Partners left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.18% of HT Partners's portfolio in Q2 2026, its #34 holding.
HT Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 15 quarters since.
HT Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $40.1M in Q3 2023.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on HT Partners's 13F filing for Q2 2026, filed 16 Jul 2026.