AIM
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Alhambra Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Alhambra Investment Management’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 		$1.41M Buy
27,817
+236
+0.9% +$11.9K 0.61% 37
2026
Q1 		$1.38M Buy
27,581
+729
+3% +$36.8K 0.64% 36
2025
Q4 		$1.35M Buy
26,852
+664
+3% +$33.4K 0.63% 39
2025
Q3 		$1.31M Buy
26,188
+12,088
+86% +$594K 0.62% 41
2025
Q2 		$691K Hold
14,100
– – 0.34% 70
2025
Q1 		$700K Hold
14,100
– – 0.36% 68
2024
Q4 		$707K Buy
14,100
+6,100
+76% +$308K 0.36% 68
2024
Q3 		$409K Buy
8,000
+2,000
+33% +$101K 0.21% 114
2024
Q2 		$301K Buy
+6,000
New +$300K 0.16% 128
2023
Q3 		– Sell
-9,006
Closed -$452K – 155
2023
Q2 		$452K Sell
9,006
-2,028
-18% -$102K 0.3% 94
2023
Q1 		$559K Hold
11,034
– – 0.38% 69
2022
Q4 		$546K Sell
11,034
-54,630
-83% -$2.67M 0.4% 71
2022
Q3 		$3.16M Buy
65,664
+4,248
+7% +$212K 2.4% 5
2022
Q2 		$3.07M Buy
61,416
+12,629
+26% +$633K 2.22% 6
2022
Q1 		$2.52M Buy
48,787
+27,520
+129% +$1.46M 1.66% 8
2021
Q4 		$1.17M Buy
21,267
+6,871
+48% +$377K 0.82% 33
2021
Q3 		$788K Buy
+14,396
New +$796K 0.6% 52

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

Alhambra Investment Management's VTEB Position: Q2 2026 in Review

Alhambra Investment Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.86% in Q2 2026, buying an estimated $11.9K and bringing the position to 27,817 shares worth $1.41M. The position accounts for 0.61% of the portfolio, ranked #37.

Alhambra Investment Management first reported a position in VTEB in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.16M in Q3 2022. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Alhambra Investment Management held 27,817 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.41M as of Q2 2026.
  • Alhambra Investment Management bought 236 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $11.9K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.61% of Alhambra Investment Management's portfolio in Q2 2026, its #37 holding.
  • Alhambra Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 17 quarters since.
  • Alhambra Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.16M in Q3 2022.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.