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YHB Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

YHB Investment Advisors’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 		$254K Buy
+5,030
New +$253K 0.02% 290
2025
Q4 		– Sell
-4,036
Closed -$202K – 312
2025
Q3 		$202K Buy
+4,036
New +$198K 0.01% 298
2025
Q2 		– Sell
-4,036
Closed -$200K – 304
2025
Q1 		$200K Buy
+4,036
New +$202K 0.02% 289
2024
Q4 		– Sell
-4,415
Closed -$226K – 288
2024
Q3 		$226K Hold
4,415
– – 0.02% 266
2024
Q2 		$221K Buy
4,415
+200
+5% +$10K 0.02% 265
2024
Q1 		$213K Hold
4,215
– – 0.02% 263
2023
Q4 		$215K Hold
4,215
– – 0.02% 254
2023
Q3 		$203K Buy
4,215
+105
+3% +$5.2K 0.02% 263
2023
Q2 		$206K Buy
+4,110
New +$207K 0.02% 272
2023
Q1 		– Sell
-6,310
Closed -$312K – 291
2022
Q4 		$312K Sell
6,310
-5,555
-47% -$272K 0.03% 218
2022
Q3 		$571K Sell
11,865
-6,600
-36% -$330K 0.06% 179
2022
Q2 		$922K Sell
18,465
-7,500
-29% -$376K 0.1% 153
2022
Q1 		$1.34M Sell
25,965
-17,090
-40% -$910K 0.12% 142
2021
Q4 		$2.36M Sell
43,055
-5,770
-12% -$316K 0.19% 115
2021
Q3 		$2.67M Sell
48,825
-6,773
-12% -$375K 0.23% 108
2021
Q2 		$3.08M Sell
55,598
-451
-0.8% -$24.8K 0.26% 98
2021
Q1 		$3.09M Buy
56,049
+5,335
+11% +$293K 0.27% 95
2020
Q4 		$2.8M Buy
50,714
+9,905
+24% +$541K 0.27% 94
2020
Q3 		$2.22M Buy
+40,809
New +$2.23M 0.24% 98

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

YHB Investment Advisors's VTEB Position: Q2 2026 in Review

YHB Investment Advisors opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 5,030 shares worth $254K. The stake represents 0.02% of the portfolio and ranks #290 among its holdings. This is a return to the name: YHB Investment Advisors previously reported a position in VTEB as recently as Q3 2025.

YHB Investment Advisors first reported a position in VTEB in Q3 2020 and has held it in 19 quarters since. The position peaked at $3.09M in Q1 2021. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • YHB Investment Advisors held 5,030 shares of Vanguard Tax-Exempt Bond Index Fund worth $254K as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new YHB Investment Advisors position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #290 holding.
  • YHB Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 19 quarters since.
  • YHB Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.09M in Q1 2021.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.