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W.H. Cornerstone Investments’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

W.H. Cornerstone Investments’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 		$845K Sell
16,698
-112
-0.7% -$5.63K 0.48% 49
2026
Q1 		$839K Buy
16,810
+43
+0.3% +$2.17K 0.52% 40
2025
Q4 		$843K Buy
16,767
+82
+0.5% +$4.13K 0.51% 46
2025
Q3 		$835K Buy
16,685
+61
+0.4% +$3K 0.51% 51
2025
Q2 		$815K Buy
16,624
+8,925
+116% +$436K 0.52% 54
2025
Q1 		$382K Sell
7,699
-6,508
-46% -$326K 0.26% 81
2024
Q4 		$712K Buy
14,207
+6,621
+87% +$335K 0.48% 47
2024
Q3 		$388K Buy
7,586
+58
+0.8% +$2.94K 0.26% 79
2024
Q2 		$377K Buy
7,528
+58
+0.8% +$2.9K 0.27% 83
2024
Q1 		$378K Buy
7,470
+38
+0.5% +$1.93K 0.27% 86
2023
Q4 		$379K Buy
7,432
+74
+1% +$3.63K 0.3% 86
2023
Q3 		$354K Buy
7,358
+53
+0.7% +$2.63K 0.31% 85
2023
Q2 		$367K Buy
7,305
+49
+0.7% +$2.46K 0.33% 76
2023
Q1 		$368K Buy
7,256
+1,422
+24% +$71.4K 0.33% 80
2022
Q4 		$295K Sell
5,834
-12,567
-68% -$614K 0.28% 86
2022
Q3 		$894K Buy
+18,401
New +$920K 0.94% 34

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

W.H. Cornerstone Investments's VTEB Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.67% in Q2 2026, selling an estimated $5.63K and leaving 16,698 shares worth $845K. The position accounts for 0.48% of the portfolio, ranked #49.

W.H. Cornerstone Investments first reported a position in VTEB in Q3 2022 and has held it in 16 quarters since. The position peaked at $894K in Q3 2022. 1,406 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • W.H. Cornerstone Investments held 16,698 shares of Vanguard Tax-Exempt Bond Index Fund worth $845K as of Q2 2026.
  • W.H. Cornerstone Investments sold 112 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $5.63K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.48% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #49 holding.
  • W.H. Cornerstone Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 16 quarters since.
  • W.H. Cornerstone Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $894K in Q3 2022.
  • 1,406 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.