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 Q2	$781K	Buy	15,449 +130	+0.8%	+$6.53K	0.03%	43
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 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

Mason Investment Advisory Services's VTEB Position: Q2 2026 in Review

Mason Investment Advisory Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.85% in Q2 2026, buying an estimated $6.53K and bringing the position to 15,449 shares worth $781K. The position accounts for 0.03% of the portfolio, ranked #43.

Mason Investment Advisory Services first reported a position in VTEB in Q2 2023 and has held it in 13 quarters since. 1,406 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Mason Investment Advisory Services held 15,449 shares of Vanguard Tax-Exempt Bond Index Fund worth $781K as of Q2 2026.
Mason Investment Advisory Services bought 130 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $6.53K.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Mason Investment Advisory Services's portfolio in Q2 2026, its #43 holding.
Mason Investment Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 13 quarters since.
1,406 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.