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MLG Wealth Management DBA Pine Grove Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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 		$7.31M Buy
+145,322
New +$7.31M 0.88% 37

Other funds holding VTEB

JP Morgan Chase
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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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's VTEB Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025: 145,322 shares worth $7.31M. The stake represents 0.88% of the portfolio and ranks #37 among its holdings.

1,318 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 145,322 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.31M as of Q4 2025.
  • Vanguard Tax-Exempt Bond Index Fund was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.88% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #37 holding.
  • 1,318 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.