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Main Street Financial Solutions’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Main Street Financial Solutions’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 		$2.9M Buy
57,705
+5,966
+12% +$300K 0.22% 92
2025
Q3 		$2.59M Buy
51,739
+3,782
+8% +$186K 0.17% 121
2025
Q2 		$2.35M Buy
47,957
+1,364
+3% +$66.6K 0.17% 125
2025
Q1 		$2.31M Buy
46,593
+2,875
+7% +$144K 0.2% 116
2024
Q4 		$2.19M Buy
43,718
+5,861
+15% +$296K 0.22% 95
2024
Q3 		$1.94M Buy
37,857
+1,702
+5% +$86.3K 0.18% 118
2024
Q2 		$1.81M Buy
36,155
+20,203
+127% +$1.01M 0.17% 117
2024
Q1 		$807K Buy
+15,952
New +$809K 0.09% 224
2022
Q4 		– Sell
-7,463
Closed -$359K – 469
2022
Q3 		$359K Buy
7,463
+94
+1% +$4.7K 0.06% 292
2022
Q2 		$368K Sell
7,369
-397
-5% -$19.9K 0.05% 299
2022
Q1 		$400K Sell
7,766
-36
-0.5% -$1.92K 0.06% 296
2021
Q4 		$428K Buy
7,802
+28
+0.4% +$1.53K 0.06% 306
2021
Q3 		$426K Sell
7,774
-10
-0.1% -$553 0.07% 293
2021
Q2 		$430K Sell
7,784
-63
-0.8% -$3.47K 0.07% 272
2021
Q1 		$429K Sell
7,847
-150
-2% -$8.24K 0.08% 240
2020
Q4 		$441K Buy
+7,997
New +$437K 0.09% 220

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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

Main Street Financial Solutions's VTEB Position: Q4 2025 in Review

Main Street Financial Solutions increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 12% in Q4 2025, buying an estimated $300K and bringing the position to 57,705 shares worth $2.9M. The position accounts for 0.22% of the portfolio, ranked #92.

Main Street Financial Solutions first reported a position in VTEB in Q4 2020 and has held it in 16 quarters since. 1,312 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

  • Main Street Financial Solutions held 57,705 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.9M as of Q4 2025.
  • Main Street Financial Solutions bought 5,966 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $300K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.22% of Main Street Financial Solutions's portfolio in Q4 2025, its #92 holding.
  • Main Street Financial Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 16 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.