Heck Capital Advisors 13F: New $2M Stake in VTEB
Heck Capital Advisors reported a brand-new position in the municipal bond fund worth roughly $1.99 million in an SEC filing.
Reviewed by automated data checks against the source filing. How we make and check alerts
Heck Capital Advisors opened a new position of 42,100 shares in Vanguard Tax-Exempt Bond Index Fund ETF Shares ($VTEB), according to a 13F filing with the SEC dated October 14, 2026. It reported 42,100 shares worth $1.99 million at the end of the quarter.
Since the filing, $VTEB is up 0.8% to date (from the $47.61 close on Oct 14, 2026).
Find the original: Heck Capital Advisors 13F filings on SEC EDGAR
VTEB
Vanguard Tax-Exempt Bond Index Fund ETF Shares
Key Points
- Heck Capital Advisors disclosed a brand-new stake in Vanguard Tax-Exempt Bond Index Fund ETF Shares by acquiring 42,100 shares.
- The newly established position carried an estimated value of about $1.99 million according to an SEC filing on October 14, 2026.
- The fund trades recently around $47.98, sitting below its 50-day and 200-day moving averages while offering a 3.6% dividend yield.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Vanguard Tax-Exempt Bond Index Fund ETF Shares alert may contain errors. Disclosures
Heck Capital Advisors took a brand-new position in Vanguard Tax-Exempt Bond Index Fund ETF Shares VTEB, picking up 42,100 shares during the period. The trade was revealed in an SEC Form 13F filing filed on October 14, 2026. Keep in mind that 13F filings look backward at portfolio choices from the end of the reported quarter and might not match the fund's current holdings today.
What Changed in Heck Capital Advisors's Vanguard Tax-Exempt Bond Index Fund ETF Shares Position
Heck Capital Advisors opened a brand-new stake in the fund, acquiring 42,100 shares. The newly disclosed position had an estimated value of about $1.99 million at the time of the report.
Vanguard Tax-Exempt Bond Index Fund ETF Shares Stock Up 0.1%
The fund recently traded around $47.98 as of October 16, 2026. That price sits below its 50-day moving average of $48.55 and below its 200-day moving average of $49.87. Shares have traded between a 52-week low of $46.87 and a 52-week high of $51.18. The fund currently offers a dividend yield of about 3.6%.
Dividend
Vanguard Tax-Exempt Bond Index Fund ETF Shares provides income through a dividend yield of approximately 3.6%.
About Vanguard Tax-Exempt Bond Index Fund ETF Shares
Vanguard Tax-Exempt Bond Index Fund ETF Shares invests primarily in municipal bonds issued by state and local governments. The interest earned on these bonds is generally exempt from U.S. federal income taxes and the federal alternative minimum tax. Under normal conditions, the fund keeps the vast majority of its assets in bonds that make up its target index.
Bottom Line
Institutional filings like this one give a window into how professional managers adjust their portfolios. Because 13F reports reflect past positioning, investors should watch for newer filings to see if the fund continues building its stake or moves in a different direction. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Heck Capital Advisors's 13F filing on $VTEB (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Heck Capital Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts