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Nicholas Hoffman & Company’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Nicholas Hoffman & Company’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 		$593K Buy
11,729
+81
+0.7% +$4.07K 0.01% 221
2026
Q1 		$581K Buy
11,648
+1,045
+10% +$52.8K 0.01% 213
2025
Q4 		$533K Sell
10,603
-91
-0.9% -$4.58K 0.01% 214
2025
Q3 		$535K Buy
10,694
+1,245
+13% +$61.2K 0.01% 211
2025
Q2 		$463K Buy
9,449
+94
+1% +$4.59K 0.01% 218
2025
Q1 		$464K Buy
9,355
+49
+0.5% +$2.45K 0.02% 205
2024
Q4 		$466K Buy
9,306
+97
+1% +$4.9K 0.02% 198
2024
Q3 		$471K Buy
9,209
+1,249
+16% +$63.3K 0.02% 207
2024
Q2 		$399K Buy
7,960
+61
+0.8% +$3.05K 0.02% 214
2024
Q1 		$400K Buy
7,899
+1,219
+18% +$61.8K 0.02% 214
2023
Q4 		$341K Buy
6,680
+1,878
+39% +$92.1K 0.02% 211
2023
Q3 		$231K Buy
+4,802
New +$238K 0.02% 243

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Nicholas Hoffman & Company's VTEB Position: Q2 2026 in Review

Nicholas Hoffman & Company increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.7% in Q2 2026, buying an estimated $4.07K and bringing the position to 11,729 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #221.

Nicholas Hoffman & Company first reported a position in VTEB in Q3 2023 and has held it in 12 quarters since. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Nicholas Hoffman & Company held 11,729 shares of Vanguard Tax-Exempt Bond Index Fund worth $593K as of Q2 2026.
  • Nicholas Hoffman & Company bought 81 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.07K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #221 holding.
  • Nicholas Hoffman & Company first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 12 quarters since.
  • 983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.