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Ackerman Capital Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Ackerman Capital 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 		$48.1M Sell
950,473
-6,538
-0.7% -$329K 9.68% 2
2026
Q1 		$47.7M Sell
957,011
-23,921
-2% -$1.21M 9.78% 2
2025
Q4 		$49.3M Sell
980,932
-7,418
-0.8% -$373K 9.9% 2
2025
Q3 		$49.5M Sell
988,350
-32,822
-3% -$1.61M 10.36% 2
2025
Q2 		$50.1M Sell
1,021,172
-148,086
-13% -$7.23M 11.63% 2
2025
Q1 		$58M Sell
1,169,258
-49,484
-4% -$2.48M 15.32% 1
2024
Q4 		$61.1M Buy
1,218,742
+2,022
+0.2% +$102K 16.02% 1
2024
Q3 		$62.2M Sell
1,216,720
-8,543
-0.7% -$433K 16.06% 1
2024
Q2 		$61.4M Buy
1,225,263
+66,316
+6% +$3.32M 16.28% 1
2024
Q1 		$58.6M Sell
1,158,947
-1,336
-0.1% -$67.7K 16.2% 1
2023
Q4 		$59.2M Buy
1,160,283
+961,006
+482% +$47.1M 16.6% 1
2023
Q3 		$9.59M Sell
199,277
-28,083
-12% -$1.39M 2.67% 11
2023
Q2 		$11.4M Buy
227,360
+2,649
+1% +$133K 2.96% 9
2023
Q1 		$11.4M Buy
224,711
+102,838
+84% +$5.16M 2.95% 9
2022
Q4 		$6.03M Sell
121,873
-1,539,967
-93% -$75.3M 1.62% 16
2022
Q3 		$80M Buy
1,661,840
+173,793
+12% +$8.69M 22.74% 1
2022
Q2 		$74.3M Buy
1,488,047
+1,393,546
+1,475% +$69.9M 20% 1
2022
Q1 		$4.87M Sell
94,501
-1,339,471
-93% -$71.3M 1.15% 20
2021
Q4 		$78.7M Sell
1,433,972
-87,309
-6% -$4.78M 18.07% 1
2021
Q3 		$83.3M Buy
1,521,281
+78,239
+5% +$4.33M 19.11% 1
2021
Q2 		$79.8M Buy
1,443,042
+44,006
+3% +$2.42M 18.68% 1
2021
Q1 		$76.4M Sell
1,399,036
-17,429
-1% -$958K 18.57% 1
2020
Q4 		$78.2M Buy
1,416,465
+10,911
+0.8% +$596K 19.87% 1
2020
Q3 		$76.5M Buy
1,405,554
+122,061
+10% +$6.66M 21.3% 1
2020
Q2 		$69.5M Buy
1,283,493
+565,751
+79% +$30.1M 20.83% 1
2020
Q1 		$38M Buy
717,742
+654,244
+1,030% +$35M 14.78% 1
2019
Q4 		$3.4M Buy
+63,498
New +$3.4M 1.01% 19

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

Ackerman Capital Advisors's VTEB Position: Q2 2026 in Review

Ackerman Capital Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.68% in Q2 2026, selling an estimated $329K and leaving 950,473 shares worth $48.1M. The position accounts for 9.68% of the portfolio, ranked #2.

Ackerman Capital Advisors first reported a position in VTEB in Q4 2019 and has held it in 27 quarters since. The position peaked at $83.3M in Q3 2021. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Ackerman Capital Advisors held 950,473 shares of Vanguard Tax-Exempt Bond Index Fund worth $48.1M as of Q2 2026.
  • Ackerman Capital Advisors sold 6,538 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $329K.
  • Vanguard Tax-Exempt Bond Index Fund made up 9.68% of Ackerman Capital Advisors's portfolio in Q2 2026, its #2 holding.
  • Ackerman Capital Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 27 quarters since.
  • Ackerman Capital Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $83.3M in Q3 2021.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.