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Stonehearth Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Stonehearth Capital Management’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
Q3 		$1.15M Buy
+24,216
New +$1.19M 0.39% 34
2022
Q2 		– Sell
-6,438
Closed -$332K – 84
2022
Q1 		$332K Buy
+6,438
New +$343K 0.17% 47

Other funds holding VTEB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LHP
Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Stonehearth Capital Management's VTEB Position: Q3 2026 in Review

Stonehearth Capital Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 24,216 shares worth $1.15M. The stake represents 0.39% of the portfolio and ranks #34 among its holdings. This is a return to the name: Stonehearth Capital Management previously reported a position in VTEB as recently as Q1 2022.

Stonehearth Capital Management first reported a position in VTEB in Q1 2022 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Stonehearth Capital Management held 24,216 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.15M as of Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Stonehearth Capital Management position in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.39% of Stonehearth Capital Management's portfolio in Q3 2026, its #34 holding.
  • Stonehearth Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Stonehearth Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.