Mason & Associates (Virginia)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mason & Associates (Virginia)’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	$4.33M	Buy	85,539 +9,891	+13%	+$497K	0.9%	12
2026 Q1	$3.77M	Buy	75,648 +5,959	+9%	+$301K	0.86%	12
2025 Q4	$3.5M	Sell	69,689 -5,996	-8%	-$302K	0.8%	14
2025 Q3	$3.71M	Hold	75,685	–	–	0.93%	11
2025 Q2	$3.71M	Sell	75,685 -32,668	-30%	-$1.6M	0.93%	11
2025 Q1	$5.38M	Sell	108,353 -27,732	-20%	-$1.39M	1.55%	8
2024 Q4	$6.82M	Sell	136,085 -43,165	-24%	-$2.18M	2.04%	7
2024 Q3	$9.16M	Sell	179,250 -5,397	-3%	-$274K	2.8%	7
2024 Q2	$9.25M	Buy	+184,647	New	+$9.24M	3.04%	6

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Mason & Associates (Virginia)'s VTEB Position: Q2 2026 in Review

Mason & Associates (Virginia) increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q2 2026, buying an estimated $497K and bringing the position to 85,539 shares worth $4.33M. The position accounts for 0.9% of the portfolio, ranked #12.

Mason & Associates (Virginia) first reported a position in VTEB in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.25M in Q2 2024. 415 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Mason & Associates (Virginia) held 85,539 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.33M as of Q2 2026.
Mason & Associates (Virginia) bought 9,891 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $497K.
Vanguard Tax-Exempt Bond Index Fund made up 0.9% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #12 holding.
Mason & Associates (Virginia) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 9 quarters since.
Mason & Associates (Virginia)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $9.25M in Q2 2024.
415 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.