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 Q2	$2.66M	Buy	52,550 +3,694	+8%	+$186K	0.04%	262
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlantic Union Bankshares's VTEB Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 7.6% in Q2 2026, buying an estimated $186K and bringing the position to 52,550 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #262.

Atlantic Union Bankshares first reported a position in VTEB in Q2 2024 and has held it in 8 quarters since. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Atlantic Union Bankshares held 52,550 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.66M as of Q2 2026.
Atlantic Union Bankshares bought 3,694 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $186K.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Atlantic Union Bankshares's portfolio in Q2 2026, its #262 holding.
Atlantic Union Bankshares first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 8 quarters since.
1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.