Mayfair Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mayfair Advisory Group’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
2025 Q4	–	Sell	-6,187	Closed	-$310K	–	196
2025 Q3	$310K	Hold	6,187	–	–	0.13%	131
2025 Q2	$302K	Hold	6,187	–	–	0.14%	132
2025 Q1	$307K	Hold	6,187	–	–	0.18%	113
2024 Q4	$310K	Hold	6,187	–	–	0.18%	102
2024 Q3	$315K	Hold	6,187	–	–	0.2%	99
2024 Q2	$312K	Hold	6,187	–	–	0.21%	91
2024 Q1	$313K	Hold	6,187	–	–	0.23%	95
2023 Q4	$315K	Hold	6,187	–	–	0.27%	77
2023 Q3	$296K	Buy	+6,187	New	+$306K	0.29%	82
2022 Q2	–	Sell	-5,550	Closed	-$286K	–	128
2022 Q1	$286K	Hold	5,550	–	–	0.37%	67
2021 Q4	$304K	Hold	5,550	–	–	0.4%	60
2021 Q3	$303K	Buy	+5,550	New	+$307K	0.46%	54

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mayfair Advisory Group's VTEB Position: Q4 2025 in Review

Mayfair Advisory Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 6,187 shares — an estimated $310K sold.

Mayfair Advisory Group first reported a position in VTEB in Q3 2021 and held it in 12 quarters. The position peaked at $315K in Q4 2023. 1,313 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Mayfair Advisory Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Mayfair Advisory Group sold 6,187 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $310K.
Mayfair Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and held it in 12 quarters.
Mayfair Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $315K in Q4 2023.
1,313 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Mayfair Advisory Group's 13F filing for Q4 2025, filed 21 Jan 2026.