Tucker Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Tucker Asset 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 Q1	–	Sell	-73	Closed	-$3.67K	–	1015
2025 Q4	$3.67K	Buy	+73	New	+$3.67K	﹤0.01%	746
2025 Q1	–	Sell	-73	Closed	-$3.66K	–	931
2024 Q4	$3.66K	Sell	73 -51	-41%	-$2.58K	﹤0.01%	1069
2024 Q3	$6.34K	Buy	124 +51	+70%	+$2.58K	﹤0.01%	840
2024 Q2	$3.66K	Hold	73	–	–	﹤0.01%	1164
2024 Q1	$3.69K	Buy	+73	New	+$3.7K	﹤0.01%	1174
2023 Q3	–	Sell	-183	Closed	-$9.19K	–	1566
2023 Q2	$9.19K	Buy	+183	New	+$9.2K	﹤0.01%	551

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Tucker Asset Management's VTEB Position: Q1 2026 in Review

Tucker Asset Management sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 73 shares — an estimated $3.67K sold.

Tucker Asset Management first reported a position in VTEB in Q2 2023 and held it in 6 quarters. The position peaked at $9.19K in Q2 2023. 1,354 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Tucker Asset Management reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 73 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $3.67K.
Tucker Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and held it in 6 quarters.
Tucker Asset Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $9.19K in Q2 2023.
1,354 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.