Mann Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mann Financial Group’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	$2.44M	Buy	+51,590	New	+$2.54M	1.95%	8

Other funds holding VTEB

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Mann Financial Group's VTEB Position: Q3 2026 in Review

Mann Financial Group opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 51,590 shares worth $2.44M. The stake represents 1.95% of the portfolio and ranks #8 among its holdings.

1,150 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Mann Financial Group held 51,590 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.44M as of Q3 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Mann Financial Group position in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 1.95% of Mann Financial Group's portfolio in Q3 2026, its #8 holding.
1,150 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Mann Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.