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Mason Investment Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mason Investment Advisory Services’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
Q1 		$764K Buy
15,319
+1,817
+13% +$91.7K 0.04% 36
2025
Q4 		$679K Buy
13,502
+151
+1% +$7.6K 0.03% 42
2025
Q3 		$668K Buy
13,351
+748
+6% +$36.8K 0.03% 45
2025
Q2 		$618K Buy
12,603
+104
+0.8% +$5.08K 0.03% 41
2025
Q1 		$620K Buy
12,499
+67
+0.5% +$3.35K 0.04% 38
2024
Q4 		$623K Buy
12,432
+910
+8% +$46K 0.04% 40
2024
Q3 		$589K Buy
11,522
+926
+9% +$46.9K 0.03% 38
2024
Q2 		$531K Buy
10,596
+963
+10% +$48.2K 0.03% 38
2024
Q1 		$487K Buy
9,633
+828
+9% +$42K 0.03% 41
2023
Q4 		$449K Buy
8,805
+841
+11% +$41.2K 0.03% 39
2023
Q3 		$383K Buy
7,964
+2,287
+40% +$113K 0.04% 41
2023
Q2 		$285K Buy
+5,677
New +$285K 0.02% 54

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mason Investment Advisory Services's VTEB Position: Q1 2026 in Review

Mason Investment Advisory Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q1 2026, buying an estimated $91.7K and bringing the position to 15,319 shares worth $764K. The position accounts for 0.04% of the portfolio, ranked #36.

Mason Investment Advisory Services first reported a position in VTEB in Q2 2023 and has held it in 12 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Mason Investment Advisory Services held 15,319 shares of Vanguard Tax-Exempt Bond Index Fund worth $764K as of Q1 2026.
  • Mason Investment Advisory Services bought 1,817 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $91.7K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Mason Investment Advisory Services's portfolio in Q1 2026, its #36 holding.
  • Mason Investment Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 12 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.