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

Hurlow Wealth Management Group’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 		$7.66M Buy
153,633
+7,614
+5% +$384K 1.82% 16
2025
Q4 		$7.34M Sell
146,019
-5,386
-4% -$271K 1.8% 16
2025
Q3 		$7.58M Buy
151,405
+3,693
+3% +$182K 1.96% 15
2025
Q2 		$7.24M Buy
147,712
+12,329
+9% +$602K 2.05% 16
2025
Q1 		$6.72M Sell
135,383
-6,222
-4% -$311K 2.1% 16
2024
Q4 		$7.1M Buy
141,605
+7,041
+5% +$356K 2.22% 14
2024
Q3 		$6.88M Buy
134,564
+11,455
+9% +$581K 2.15% 15
2024
Q2 		$6.17M Buy
123,109
+9,417
+8% +$471K 2.12% 16
2024
Q1 		$5.75M Buy
113,692
+7,615
+7% +$386K 2.03% 15
2023
Q4 		$5.42M Buy
106,077
+15,802
+18% +$775K 2.05% 15
2023
Q3 		$4.34M Buy
90,275
+8,605
+11% +$426K 1.89% 16
2023
Q2 		$4.1M Buy
81,670
+548
+0.7% +$27.5K 1.75% 16
2023
Q1 		$4.11M Buy
81,122
+6,253
+8% +$314K 1.9% 16
2022
Q4 		$3.71M Buy
74,869
+24,652
+49% +$1.21M 1.93% 16
2022
Q3 		$2.42M Buy
50,217
+12,540
+33% +$627K 1.41% 18
2022
Q2 		$1.88M Buy
37,677
+3,881
+11% +$195K 1.08% 22
2022
Q1 		$1.74M Buy
33,796
+22,334
+195% +$1.19M 1.07% 20
2021
Q4 		$635K Sell
11,462
-10,150
-47% -$556K 0.5% 33
2021
Q3 		$1.18M Buy
21,612
+2,092
+11% +$116K 0.7% 25
2021
Q2 		$1.08M Buy
19,520
+4,640
+31% +$256K 0.71% 24
2021
Q1 		$813K Buy
14,880
+6,785
+84% +$373K 0.59% 30
2020
Q4 		$447K Buy
8,095
+3,916
+94% +$214K 0.35% 50
2020
Q3 		$228K Buy
+4,179
New +$228K 0.21% 80

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hurlow Wealth Management Group's VTEB Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.2% in Q1 2026, buying an estimated $384K and bringing the position to 153,633 shares worth $7.66M. The position accounts for 1.82% of the portfolio, ranked #16.

Hurlow Wealth Management Group first reported a position in VTEB in Q3 2020 and has held it in 23 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Hurlow Wealth Management Group held 153,633 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.66M as of Q1 2026.
  • Hurlow Wealth Management Group bought 7,614 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $384K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.82% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #16 holding.
  • Hurlow Wealth Management Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 23 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.