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
Q2 		$605K Buy
11,966
+1,146
+11% +$57.6K 0.1% 66
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 $1.81T AUM 41.13% 1-Year Est. Return
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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M. Kulyk & Associates's VTEB Position: Q2 2026 in Review

M. Kulyk & Associates increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, buying an estimated $57.6K and bringing the position to 11,966 shares worth $605K. The position accounts for 0.1% of the portfolio, ranked #66.

M. Kulyk & Associates first reported a position in VTEB in Q4 2021 and has held it in 4 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • M. Kulyk & Associates held 11,966 shares of Vanguard Tax-Exempt Bond Index Fund worth $605K as of Q2 2026.
  • M. Kulyk & Associates bought 1,146 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $57.6K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.1% of M. Kulyk & Associates's portfolio in Q2 2026, its #66 holding.
  • M. Kulyk & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 4 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.