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Mayflower Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mayflower Financial Advisors’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 		$13.2M Buy
260,648
+10,411
+4% +$523K 1.14% 21
2026
Q1 		$12.5M Buy
250,237
+10,814
+5% +$546K 1.52% 9
2025
Q4 		$12M Buy
239,423
+6,997
+3% +$352K 1.46% 14
2025
Q3 		$11.6M Buy
232,426
+52,965
+30% +$2.6M 1.46% 12
2025
Q2 		$8.8M Buy
179,461
+70,904
+65% +$3.46M 1.22% 17
2025
Q1 		$5.39M Buy
108,557
+7,879
+8% +$394K 0.82% 27
2024
Q4 		$5.05M Buy
100,678
+4,881
+5% +$247K 0.75% 32
2024
Q3 		$4.9M Buy
95,797
+99
+0.1% +$5.02K 0.74% 32
2024
Q2 		$4.8M Buy
95,698
+5,855
+7% +$293K 0.79% 33
2024
Q1 		$4.55M Sell
89,843
-330
-0.4% -$16.7K 0.76% 32
2023
Q4 		$4.6M Buy
90,173
+63,432
+237% +$3.11M 0.64% 42
2023
Q3 		$1.29M Buy
26,741
+13,778
+106% +$683K 0.19% 108
2023
Q2 		$651K Buy
12,963
+1
+0% +$50 0.08% 171
2023
Q1 		$657K Sell
12,962
-451
-3% -$22.6K 0.09% 168
2022
Q4 		$664K Sell
13,413
-34,237
-72% -$1.67M 0.09% 159
2022
Q3 		$2.29M Buy
47,650
+870
+2% +$43.5K 0.37% 59
2022
Q2 		$2.33M Sell
46,780
-1,379
-3% -$69.1K 0.36% 60
2022
Q1 		$2.48M Buy
48,159
+1,753
+4% +$93.3K 0.33% 58
2021
Q4 		$2.55M Buy
46,406
+638
+1% +$35K 0.34% 58
2021
Q3 		$2.5M Buy
45,768
+640
+1% +$35.4K 0.34% 61
2021
Q2 		$2.5M Sell
45,128
-208
-0.5% -$11.5K 0.34% 61
2021
Q1 		$2.48M Hold
45,336
– – 0.37% 52
2020
Q4 		$2.5M Buy
+45,336
New +$2.47M 0.43% 47

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
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
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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

Mayflower Financial Advisors's VTEB Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.2% in Q2 2026, buying an estimated $523K and bringing the position to 260,648 shares worth $13.2M. The position accounts for 1.14% of the portfolio, ranked #21.

Mayflower Financial Advisors first reported a position in VTEB in Q4 2020 and has held it in 23 quarters since. 458 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Mayflower Financial Advisors held 260,648 shares of Vanguard Tax-Exempt Bond Index Fund worth $13.2M as of Q2 2026.
  • Mayflower Financial Advisors bought 10,411 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $523K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.14% of Mayflower Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Mayflower Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 23 quarters since.
  • 458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.