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VTEB icon

Culbertson A N & Co’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Culbertson A N & Co’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 		$2.56M Buy
50,570
+7,630
+18% +$383K 0.3% 68
2026
Q1 		$2.14M Buy
42,940
+4,740
+12% +$239K 0.28% 73
2025
Q4 		$1.92M Buy
38,200
+800
+2% +$40.3K 0.26% 72
2025
Q3 		$1.87M Buy
37,400
+900
+2% +$44.2K 0.27% 73
2025
Q2 		$1.79M Buy
36,500
+3,800
+12% +$186K 0.27% 71
2025
Q1 		$1.62M Buy
32,700
+1,900
+6% +$95.1K 0.26% 78
2024
Q4 		$1.54M Buy
30,800
+2,000
+7% +$101K 0.25% 82
2024
Q3 		$1.47M Buy
28,800
+1,700
+6% +$86.2K 0.24% 81
2024
Q2 		$1.36M Buy
27,100
+1,650
+6% +$82.6K 0.24% 79
2024
Q1 		$1.29M Buy
25,450
+10,100
+66% +$512K 0.22% 83
2023
Q4 		$784K Buy
15,350
+850
+6% +$41.7K 0.15% 91
2023
Q3 		$697K Sell
14,500
-175
-1% -$8.67K 0.14% 91
2023
Q2 		$737K Buy
14,675
+750
+5% +$37.7K 0.14% 93
2023
Q1 		$705K Buy
+13,925
New +$699K 0.14% 91
2022
Q4 		– Sell
-8,875
Closed -$427K – 119
2022
Q3 		$427K Buy
8,875
+2,700
+44% +$135K 0.1% 101
2022
Q2 		$308K Buy
6,175
+100
+2% +$5.01K 0.07% 107
2022
Q1 		$313K Buy
+6,075
New +$323K 0.06% 109

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

Culbertson A N & Co's VTEB Position: Q2 2026 in Review

Culbertson A N & Co increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 18% in Q2 2026, buying an estimated $383K and bringing the position to 50,570 shares worth $2.56M. The position accounts for 0.3% of the portfolio, ranked #68.

Culbertson A N & Co first reported a position in VTEB in Q1 2022 and has held it in 17 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Culbertson A N & Co held 50,570 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.56M as of Q2 2026.
  • Culbertson A N & Co bought 7,630 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $383K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.3% of Culbertson A N & Co's portfolio in Q2 2026, its #68 holding.
  • Culbertson A N & Co first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 17 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.