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 Q2	$988K	Hold	19,530	–	–	0.24%	61
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Taylor Hoffman Capital Management's VTEB Position: Q2 2026 in Review

Taylor Hoffman Capital Management held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 19,530 shares worth $988K. The position accounts for 0.24% of the portfolio, ranked #61.

Taylor Hoffman Capital Management first reported a position in VTEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q3 2024. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Taylor Hoffman Capital Management held 19,530 shares of Vanguard Tax-Exempt Bond Index Fund worth $988K as of Q2 2026.
Taylor Hoffman Capital Management left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.24% of Taylor Hoffman Capital Management's portfolio in Q2 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 8 quarters since.
Taylor Hoffman Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.18M in Q3 2024.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.