Maia Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Maia Wealth’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	-4,852	Closed	-$246K	–	366
2025 Q4	$246K	Sell	4,852 -3,434	-41%	-$173K	0.04%	304
2025 Q3	$418K	Sell	8,286 -20,707	-71%	-$1.02M	0.07%	232
2025 Q2	$1.42M	Buy	28,993 +78	+0.3%	+$3.81K	0.27%	100
2025 Q1	$1.4M	Sell	28,915 -1,843	-6%	-$92.2K	0.32%	79
2024 Q4	$1.54M	Sell	30,758 -21,832	-42%	-$1.1M	0.33%	73
2024 Q3	$2.64M	Buy	52,590 +4,443	+9%	+$225K	0.65%	39
2024 Q2	$2.43M	Buy	+48,147	New	+$2.41M	0.73%	37
2023 Q4	$2.3M	Buy	+45,151	New	+$2.21M	0.93%	23

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Maia Wealth's VTEB Position: Q1 2026 in Review

Maia Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 4,852 shares — an estimated $246K sold.

Maia Wealth first reported a position in VTEB in Q4 2023 and held it in 8 quarters. The position peaked at $2.64M in Q3 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Maia Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
Maia Wealth sold 4,852 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $246K.
Maia Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and held it in 8 quarters.
Maia Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.64M in Q3 2024.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.