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Mallini Complete Financial Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mallini Complete Financial Planning’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
Q3 		– Sell
-47,117
Closed -$2.38M – 73
2026
Q2 		$2.38M Sell
47,117
-209,689
-82% -$10.5M 1.7% 8
2026
Q1 		$12.8M Buy
256,806
+11,474
+5% +$579K 10.15% 4
2025
Q4 		$12.3M Buy
245,332
+11,437
+5% +$575K 9.92% 4
2025
Q3 		$11.7M Buy
233,895
+37,491
+19% +$1.84M 9.52% 4
2025
Q2 		$9.63M Buy
196,404
+18,604
+10% +$909K 12.17% 3
2025
Q1 		$8.82M Buy
177,800
+6,783
+4% +$339K 8.43% 4
2024
Q4 		$8.57M Buy
+171,017
New +$8.65M 8.14% 4

Other funds holding VTEB

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Mallini Complete Financial Planning's VTEB Position: Q3 2026 in Review

Mallini Complete Financial Planning sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026, closing a stake of 47,117 shares — an estimated $2.38M sold.

Mallini Complete Financial Planning first reported a position in VTEB in Q4 2024 and held it in 7 quarters. The position peaked at $12.8M in Q1 2026. 88 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Mallini Complete Financial Planning reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q3 2026 after selling out during the quarter.
  • Mallini Complete Financial Planning sold 47,117 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $2.38M.
  • Mallini Complete Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and held it in 7 quarters.
  • Mallini Complete Financial Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $12.8M in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.