AIM
VTEB icon

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

Anchor 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 		$16.2K Buy
+320
New +$16.1K ﹤0.01% 807
2025
Q2 		– Sell
-200
Closed -$9.92K – 1072
2025
Q1 		$9.92K Buy
+200
New +$10K ﹤0.01% 793

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

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

Anchor Investment Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 320 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: Anchor Investment Management previously reported a position in VTEB as recently as Q1 2025.

Anchor Investment Management first reported a position in VTEB in Q1 2025 and has held it in 2 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Anchor Investment Management held 320 shares of Vanguard Tax-Exempt Bond Index Fund worth $16.2K as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Anchor Investment Management position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #807 holding.
  • Anchor Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 2 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.