Oak Hill Wealth Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Oak Hill Wealth Advisors’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
2025 Q3	$1.07M	Sell	21,460 -10,330	-32%	-$508K	0.2%	64
2025 Q2	$1.55M	Sell	31,790 -304	-0.9%	-$14.9K	0.32%	45
2025 Q1	$1.59M	Hold	32,094	–	–	0.37%	40
2024 Q4	$1.61M	Buy	+32,094	New	+$1.62M	0.38%	39
2024 Q3	–	Sell	-34,909	Closed	-$1.77M	–	217
2024 Q2	$1.75M	Buy	+34,909	New	+$1.75M	0.53%	28
2024 Q1	–	Sell	-35,572	Closed	-$1.8M	–	202
2023 Q4	$1.82M	Buy	35,572 +1,788	+5%	+$87.7K	0.63%	20
2023 Q3	$1.63M	Sell	33,784 -1,316	-4%	-$65.2K	0.63%	23
2023 Q2	$1.76M	Sell	35,100 -1,133	-3%	-$56.9K	0.65%	18
2023 Q1	$1.84M	Hold	36,233	–	–	0.72%	18
2022 Q4	$1.79M	Buy	+36,233	New	+$1.77M	0.74%	19

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Oak Hill Wealth Advisors's VTEB Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 32% in Q3 2025, selling an estimated $508K and leaving 21,460 shares worth $1.07M. The position accounts for 0.2% of the portfolio, ranked #64.

Oak Hill Wealth Advisors first reported a position in VTEB in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.84M in Q1 2023. 1,230 funds tracked by Wall St. Rank hold VTEB as of Q3 2025.

Oak Hill Wealth Advisors held 21,460 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.07M as of Q3 2025.
Oak Hill Wealth Advisors sold 10,330 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2025, an estimated $508K.
Vanguard Tax-Exempt Bond Index Fund made up 0.2% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #64 holding.
Oak Hill Wealth Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.84M in Q1 2023.
1,230 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.