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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mallini Complete Financial Planning's VTEB Position: Q2 2026 in Review

Mallini Complete Financial Planning reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 82% in Q2 2026, selling an estimated $10.5M and leaving 47,117 shares worth $2.38M. The position accounts for 1.7% of the portfolio, ranked #8.

Mallini Complete Financial Planning first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.8M in Q1 2026. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Mallini Complete Financial Planning held 47,117 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.38M as of Q2 2026.
Mallini Complete Financial Planning sold 209,689 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $10.5M.
Vanguard Tax-Exempt Bond Index Fund made up 1.7% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #8 holding.
Mallini Complete Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Mallini Complete Financial Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $12.8M in Q1 2026.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.