Master's Wealth Management
VTEB icon

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

Master's 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
Q3 		$7.33M Buy
154,813
+24,536
+19% +$1.21M 2.14% 6
2026
Q2 		$6.59M Buy
130,277
+24,183
+23% +$1.22M 1.98% 7
2026
Q1 		$5.29M Buy
106,094
+24,486
+30% +$1.24M 1.79% 9
2025
Q4 		$4.1M Buy
+81,608
New +$4.11M 1.48% 9

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Master's Wealth Management's VTEB Position: Q3 2026 in Review

Master's Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 19% in Q3 2026, buying an estimated $1.21M and bringing the position to 154,813 shares worth $7.33M. The position accounts for 2.14% of the portfolio, ranked #6.

Master's Wealth Management first reported a position in VTEB in Q4 2025 and has held it in 4 quarters since. 1,278 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Master's Wealth Management held 154,813 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.33M as of Q3 2026.
  • Master's Wealth Management bought 24,536 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $1.21M.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.14% of Master's Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Master's Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 4 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Master's Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.