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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

W.H. Cornerstone Investments's VTEB Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.26% in Q1 2026, buying an estimated $2.17K and bringing the position to 16,810 shares worth $839K. The position accounts for 0.52% of the portfolio, ranked #40.

W.H. Cornerstone Investments first reported a position in VTEB in Q3 2022 and has held it in 15 quarters since. The position peaked at $894K in Q3 2022. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

W.H. Cornerstone Investments held 16,810 shares of Vanguard Tax-Exempt Bond Index Fund worth $839K as of Q1 2026.
W.H. Cornerstone Investments bought 43 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $2.17K.
Vanguard Tax-Exempt Bond Index Fund made up 0.52% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #40 holding.
W.H. Cornerstone Investments first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 15 quarters since.
W.H. Cornerstone Investments's Vanguard Tax-Exempt Bond Index Fund position peaked at $894K in Q3 2022.
1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.