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Martin Worley Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Martin Worley 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
2025
Q2 		$983K Buy
20,045
+4,811
+32% +$235K 0.48% 47
2025
Q1 		$756K Buy
15,234
+3,453
+29% +$173K 0.43% 49
2024
Q4 		$591K Buy
+11,781
New +$596K 0.37% 57

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Martin Worley Group's VTEB Position: Q2 2025 in Review

Martin Worley Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 32% in Q2 2025, buying an estimated $235K and bringing the position to 20,045 shares worth $983K. The position accounts for 0.48% of the portfolio, ranked #47.

Martin Worley Group first reported a position in VTEB in Q4 2024 and has held it in 3 quarters since. 1,210 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Martin Worley Group held 20,045 shares of Vanguard Tax-Exempt Bond Index Fund worth $983K as of Q2 2025.
  • Martin Worley Group bought 4,811 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $235K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.48% of Martin Worley Group's portfolio in Q2 2025, its #47 holding.
  • Martin Worley Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 3 quarters since.
  • 1,210 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.