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
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 $1.56T AUM 27.86% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tucker Asset Management's VTEB Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025: 73 shares worth $3.67K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in VTEB as recently as Q4 2024.

Tucker Asset Management first reported a position in VTEB in Q2 2023 and has held it in 6 quarters since. The position peaked at $9.19K in Q2 2023. 1,312 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Tucker Asset Management held 73 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.67K as of Q4 2025.
Vanguard Tax-Exempt Bond Index Fund was a new Tucker Asset Management position in Q4 2025.
Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #746 holding.
Tucker Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 6 quarters since.
Tucker Asset Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $9.19K in Q2 2023.
1,312 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.