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Atlantic Union Bankshares’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Atlantic Union Bankshares’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
Q1 		$2.44M Sell
48,856
-91
-0.2% -$4.59K 0.05% 265
2025
Q4 		$2.46M Buy
48,947
+1,131
+2% +$56.9K 0.05% 273
2025
Q3 		$2.39M Buy
47,816
+44,733
+1,451% +$2.2M 0.05% 274
2025
Q2 		$151K Buy
+3,083
New +$151K ﹤0.01% 509
2025
Q1 		– Sell
-5,542
Closed -$278K – 322
2024
Q4 		$278K Hold
5,542
– – 0.02% 271
2024
Q3 		$283K Hold
5,542
– – 0.02% 283
2024
Q2 		$278K Buy
+5,542
New +$277K 0.02% 275

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlantic Union Bankshares's VTEB Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.19% in Q1 2026, selling an estimated $4.59K and leaving 48,856 shares worth $2.44M. The position accounts for 0.05% of the portfolio, ranked #265.

Atlantic Union Bankshares first reported a position in VTEB in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.46M in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Atlantic Union Bankshares held 48,856 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.44M as of Q1 2026.
  • Atlantic Union Bankshares sold 91 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $4.59K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Atlantic Union Bankshares's portfolio in Q1 2026, its #265 holding.
  • Atlantic Union Bankshares first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 7 quarters since.
  • Atlantic Union Bankshares's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.46M in Q4 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.