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

Hayek Kallen 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 Q2	$324K	Buy	6,407 +400	+7%	+$20.1K	0.1%	82
2026 Q1	$300K	Buy	+6,007	New	+$303K	0.1%	77
2025 Q4	–	Sell	-6,007	Closed	-$301K	–	180
2025 Q3	$301K	Hold	6,007	–	–	0.1%	85
2025 Q2	$295K	Buy	+6,007	New	+$293K	0.1%	81
2023 Q1	–	Sell	-5,300	Closed	-$262K	–	85
2022 Q4	$262K	Sell	5,300 -4,900	-48%	-$240K	0.12%	73
2022 Q3	$491K	Hold	10,200	–	–	0.23%	63
2022 Q2	$509K	Hold	10,200	–	–	0.22%	63
2022 Q1	$526K	Hold	10,200	–	–	0.19%	66
2021 Q4	$560K	Buy	+10,200	New	+$559K	0.2%	63
2021 Q3	–	Sell	-7,200	Closed	-$398K	–	76
2021 Q2	$398K	Buy	7,200 +400	+6%	+$22K	0.17%	63
2021 Q1	$372K	Buy	6,800 +700	+11%	+$38.5K	0.17%	62
2020 Q4	$337K	Buy	+6,100	New	+$333K	0.16%	59
2020 Q3	–	Sell	-6,100	Closed	-$330K	–	71
2020 Q2	$330K	Sell	6,100 -300	-5%	-$16K	0.19%	59
2020 Q1	$339K	Buy	+6,400	New	+$343K	0.23%	57

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

Hayek Kallen Investment Management's VTEB Position: Q2 2026 in Review

Hayek Kallen Investment Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.7% in Q2 2026, buying an estimated $20.1K and bringing the position to 6,407 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #82.

Hayek Kallen Investment Management first reported a position in VTEB in Q1 2020 and has held it in 14 quarters since. The position peaked at $560K in Q4 2021. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Hayek Kallen Investment Management held 6,407 shares of Vanguard Tax-Exempt Bond Index Fund worth $324K as of Q2 2026.
Hayek Kallen Investment Management bought 400 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $20.1K.
Vanguard Tax-Exempt Bond Index Fund made up 0.1% of Hayek Kallen Investment Management's portfolio in Q2 2026, its #82 holding.
Hayek Kallen Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and has held it in 14 quarters since.
Hayek Kallen Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $560K in Q4 2021.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.