Mascoma Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mascoma Wealth Management’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	$147K	Sell	2,901 -2,133	-42%	-$107K	0.03%	115
2026 Q1	$251K	Sell	5,034 -198	-4%	-$10K	0.05%	82
2025 Q4	$263K	Sell	5,232 -273	-5%	-$13.7K	0.06%	77
2025 Q3	$276K	Hold	5,505	–	–	0.06%	77
2025 Q2	$270K	Hold	5,505	–	–	0.06%	75
2025 Q1	$273K	Hold	5,505	–	–	0.07%	77
2024 Q4	$276K	Hold	5,505	–	–	0.07%	79
2024 Q3	$281K	Hold	5,505	–	–	0.07%	81
2024 Q2	$276K	Hold	5,505	–	–	0.07%	79
2024 Q1	$279K	Sell	5,505 -1	-0%	-$51	0.08%	79
2023 Q4	$281K	Sell	5,506 -3,199	-37%	-$157K	0.08%	82
2023 Q3	$419K	Hold	8,705	–	–	0.13%	67
2023 Q2	$432K	Sell	8,705 -1,077	-11%	-$54.1K	0.13%	67
2023 Q1	$493K	Buy	9,782 +1,051	+12%	+$52.8K	0.14%	69
2022 Q4	$432K	Buy	8,731 +3,931	+82%	+$192K	0.14%	75
2022 Q3	$231K	Buy	4,800 +2,075	+76%	+$104K	0.08%	102
2022 Q2	$136K	Buy	+2,725	New	+$137K	0.05%	143

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

Mascoma Wealth Management's VTEB Position: Q2 2026 in Review

Mascoma Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 42% in Q2 2026, selling an estimated $107K and leaving 2,901 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #115.

Mascoma Wealth Management first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $493K in Q1 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Mascoma Wealth Management held 2,901 shares of Vanguard Tax-Exempt Bond Index Fund worth $147K as of Q2 2026.
Mascoma Wealth Management sold 2,133 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $107K.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Mascoma Wealth Management's portfolio in Q2 2026, its #115 holding.
Mascoma Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
Mascoma Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $493K in Q1 2023.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.