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Exchange Bank’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Exchange Bank’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 		$203K Hold
4,295
– – 0.13% 127
2026
Q2 		$217K Buy
+4,295
New +$216K 0.14% 121

Other funds holding VTEB

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Exchange Bank's VTEB Position: Q3 2026 in Review

Exchange Bank held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 4,295 shares worth $203K. The position accounts for 0.13% of the portfolio, ranked #127.

Exchange Bank first reported a position in VTEB in Q2 2026 and has held it in 2 quarters since. The position peaked at $217K in Q2 2026. 88 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Exchange Bank held 4,295 shares of Vanguard Tax-Exempt Bond Index Fund worth $203K as of Q3 2026.
  • Exchange Bank left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.13% of Exchange Bank's portfolio in Q3 2026, its #127 holding.
  • Exchange Bank first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2026 and has held it in 2 quarters since.
  • Exchange Bank's Vanguard Tax-Exempt Bond Index Fund position peaked at $217K in Q2 2026.
  • 88 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Exchange Bank's 13F filing for Q3 2026, filed 7 Oct 2026.