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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
2024
Q4 		– Sell
-31,909
Closed -$1.63M – 236
2024
Q3 		$1.63M Buy
+31,909
New +$1.62M 0.4% 37
2024
Q2 		– Sell
-34,790
Closed -$1.76M – 209
2024
Q1 		$1.76M Buy
+34,790
New +$1.76M 0.56% 23

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
TIAA Trust, National Association
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.