MKA
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M. Kulyk & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

M. Kulyk & Associates’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 		$540K Buy
10,820
+3,169
+41% +$160K 0.1% 71
2025
Q4 		$385K Buy
+7,651
New +$385K 0.07% 77
2022
Q1 		– Sell
-4,708
Closed -$259K – 109
2021
Q4 		$259K Buy
+4,708
New +$258K 0.07% 85

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M. Kulyk & Associates's VTEB Position: Q1 2026 in Review

M. Kulyk & Associates increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 41% in Q1 2026, buying an estimated $160K and bringing the position to 10,820 shares worth $540K. The position accounts for 0.1% of the portfolio, ranked #71.

M. Kulyk & Associates first reported a position in VTEB in Q4 2021 and has held it in 3 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • M. Kulyk & Associates held 10,820 shares of Vanguard Tax-Exempt Bond Index Fund worth $540K as of Q1 2026.
  • M. Kulyk & Associates bought 3,169 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $160K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of M. Kulyk & Associates's portfolio in Q1 2026, its #71 holding.
  • M. Kulyk & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 3 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.