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

Archer 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
Q3 		$2.37M Buy
50,053
+6,567
+15% +$324K 0.75% 39
2026
Q2 		$2.2M Sell
43,486
-10,816
-20% -$544K 0.75% 38
2026
Q1 		$2.71M Buy
54,302
+45,833
+541% +$2.31M 1.14% 31
2025
Q4 		$426K Buy
+8,469
New +$426K 0.23% 85

Other funds holding VTEB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LHP
Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Archer Investment Management's VTEB Position: Q3 2026 in Review

Archer Investment Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 15% in Q3 2026, buying an estimated $324K and bringing the position to 50,053 shares worth $2.37M. The position accounts for 0.75% of the portfolio, ranked #39.

Archer Investment Management first reported a position in VTEB in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.71M in Q1 2026. 147 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Archer Investment Management held 50,053 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.37M as of Q3 2026.
  • Archer Investment Management bought 6,567 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $324K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.75% of Archer Investment Management's portfolio in Q3 2026, its #39 holding.
  • Archer Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 4 quarters since.
  • Archer Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.71M in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.