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

Taylor Hoffman 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
Q1 		$974K Buy
19,530
+356
+2% +$18K 0.3% 61
2025
Q4 		$964K Sell
19,174
-1,079
-5% -$54.3K 0.29% 60
2025
Q3 		$1.01M Sell
20,253
-1,497
-7% -$73.6K 0.32% 56
2025
Q2 		$1.07M Sell
21,750
-690
-3% -$33.7K 0.36% 54
2025
Q1 		$1.11M Sell
22,440
-376
-2% -$18.8K 0.41% 56
2024
Q4 		$1.14M Sell
22,816
-538
-2% -$27.2K 0.42% 53
2024
Q3 		$1.18M Buy
+23,354
New +$1.18M 0.45% 52

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Taylor Hoffman Capital Management's VTEB Position: Q1 2026 in Review

Taylor Hoffman Capital Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.9% in Q1 2026, buying an estimated $18K and bringing the position to 19,530 shares worth $974K. The position accounts for 0.3% of the portfolio, ranked #61.

Taylor Hoffman Capital Management first reported a position in VTEB in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q3 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Taylor Hoffman Capital Management held 19,530 shares of Vanguard Tax-Exempt Bond Index Fund worth $974K as of Q1 2026.
  • Taylor Hoffman Capital Management bought 356 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $18K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.3% of Taylor Hoffman Capital Management's portfolio in Q1 2026, its #61 holding.
  • Taylor Hoffman Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 7 quarters since.
  • Taylor Hoffman Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.18M in Q3 2024.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q1 2026, filed 13 May 2026.