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

HUB Investment 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 Q1	$2.07M	Sell	41,445 -799	-2%	-$40.3K	0.05%	242
2025 Q4	$2.12M	Sell	42,244 -16,514	-28%	-$831K	0.06%	206
2025 Q3	$2.94M	Buy	58,758 +154	+0.3%	+$7.57K	0.1%	161
2025 Q2	$2.87M	Sell	58,604 -46	-0.1%	-$2.25K	0.1%	156
2025 Q1	$2.91M	Buy	58,650 +238	+0.4%	+$11.9K	0.12%	140
2024 Q4	$2.93M	Buy	58,412 +17,204	+42%	+$870K	0.12%	130
2024 Q3	$2.11M	Buy	41,208 +31	+0.1%	+$1.57K	0.09%	149
2024 Q2	$2.06M	Buy	41,177 +20	+0%	+$1K	0.08%	151
2024 Q1	$2.08M	Buy	41,157 +13,648	+50%	+$692K	0.11%	139
2023 Q4	$1.4M	Sell	27,509 -25,674	-48%	-$1.26M	0.1%	148
2023 Q3	$2.56M	Hold	53,183	–	–	0.39%	70
2023 Q2	$2.67M	Hold	53,183	–	–	0.44%	62
2023 Q1	$2.69M	Buy	+53,183	New	+$2.67M	0.56%	48
2022 Q4	–	Sell	-20,096	Closed	-$967K	–	198
2022 Q3	$967K	Buy	+20,096	New	+$1M	0.29%	69

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

HUB Investment Partners's VTEB Position: Q1 2026 in Review

HUB Investment Partners reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.9% in Q1 2026, selling an estimated $40.3K and leaving 41,445 shares worth $2.07M. The position accounts for 0.05% of the portfolio, ranked #242.

HUB Investment Partners first reported a position in VTEB in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.94M in Q3 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

HUB Investment Partners held 41,445 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.07M as of Q1 2026.
HUB Investment Partners sold 799 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $40.3K.
Vanguard Tax-Exempt Bond Index Fund made up 0.05% of HUB Investment Partners's portfolio in Q1 2026, its #242 holding.
HUB Investment Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 14 quarters since.
HUB Investment Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.94M in Q3 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.