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Relyea Zuckerberg Hanson’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Relyea Zuckerberg Hanson’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 		$2.84M Buy
56,241
+21,835
+63% +$1.1M 0.24% 62
2026
Q1 		$1.72M Buy
34,406
+6,125
+22% +$309K 0.17% 78
2025
Q4 		$1.42M Buy
28,281
+2,301
+9% +$116K 0.14% 86
2025
Q3 		$1.3M Buy
25,980
+2,004
+8% +$98.5K 0.14% 90
2025
Q2 		$1.18M Sell
23,976
-8,607
-26% -$420K 0.14% 92
2025
Q1 		$1.62M Sell
32,583
-2,163
-6% -$108K 0.22% 70
2024
Q4 		$1.74M Buy
34,746
+6,684
+24% +$338K 0.23% 67
2024
Q3 		$1.43M Buy
28,062
+2,817
+11% +$143K 0.22% 66
2024
Q2 		$1.27M Buy
25,245
+3,022
+14% +$151K 0.21% 68
2024
Q1 		$1.12M Buy
22,223
+2,119
+11% +$107K 0.2% 70
2023
Q4 		$1.03M Sell
20,104
-26,748
-57% -$1.31M 0.2% 74
2023
Q3 		$2.25M Buy
46,852
+1,618
+4% +$80.2K 0.51% 34
2023
Q2 		$2.27M Buy
45,234
+6,179
+16% +$310K 0.51% 36
2023
Q1 		$1.98M Buy
39,055
+8,057
+26% +$404K 0.48% 38
2022
Q4 		$1.53M Buy
30,998
+22,183
+252% +$1.08M 0.44% 36
2022
Q3 		$424K Buy
+8,815
New +$441K 0.15% 92
2022
Q2 		– Sell
-6,871
Closed -$349K – 154
2022
Q1 		$349K Sell
6,871
-347
-5% -$18.5K 0.11% 120
2021
Q4 		$390K Buy
7,218
+411
+6% +$22.5K 0.14% 108
2021
Q3 		$373K Sell
6,807
-1,051
-13% -$58.1K 0.14% 100
2021
Q2 		$435K Hold
7,858
– – 0.18% 82
2021
Q1 		$433K Hold
7,858
– – 0.19% 75
2020
Q4 		$434K Hold
7,858
– – 0.23% 70
2020
Q3 		$426K Hold
7,858
– – 0.27% 67
2020
Q2 		$425K Hold
7,858
– – 0.34% 63
2020
Q1 		$416K Hold
7,858
– – 0.46% 53
2019
Q4 		$421K Buy
+7,858
New +$421K 0.4% 57

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Relyea Zuckerberg Hanson's VTEB Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 63% in Q2 2026, buying an estimated $1.1M and bringing the position to 56,241 shares worth $2.84M. The position accounts for 0.24% of the portfolio, ranked #62.

Relyea Zuckerberg Hanson first reported a position in VTEB in Q4 2019 and has held it in 26 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Relyea Zuckerberg Hanson held 56,241 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.84M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 21,835 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.1M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.24% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #62 holding.
  • Relyea Zuckerberg Hanson first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 26 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.