MFG
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Merit Financial Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Merit Financial 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
2026
Q2 		$35.1M Buy
694,370
+139,527
+25% +$7.01M 0.21% 85
2026
Q1 		$27.7M Buy
554,843
+272,404
+96% +$13.8M 0.21% 81
2025
Q4 		$14.2M Sell
282,439
-25,793
-8% -$1.3M 0.11% 151
2025
Q3 		$15.4M Sell
308,232
-46,152
-13% -$2.27M 0.14% 123
2025
Q2 		$17.4M Buy
354,384
+140,109
+65% +$6.84M 0.19% 87
2025
Q1 		$10.6M Buy
214,275
+78,723
+58% +$3.94M 0.16% 109
2024
Q4 		$6.8M Buy
135,552
+10,181
+8% +$515K 0.12% 150
2024
Q3 		$6.41M Buy
125,371
+29,506
+31% +$1.5M 0.14% 126
2024
Q2 		$4.8M Buy
95,865
+22,978
+32% +$1.15M 0.11% 151
2024
Q1 		$3.65M Buy
72,887
+52,518
+258% +$2.66M 0.09% 178
2023
Q4 		$1.04M Buy
20,369
+3,813
+23% +$187K 0.03% 302
2023
Q3 		$796K Sell
16,556
-79,377
-83% -$3.93M 0.03% 362
2023
Q2 		$4.82M Sell
95,933
-91,275
-49% -$4.59M 0.16% 100
2023
Q1 		$9.48M Buy
187,208
+19,384
+12% +$973K 0.34% 50
2022
Q4 		$8.31M Sell
167,824
-71,519
-30% -$3.5M 0.3% 52
2022
Q3 		$11.5M Sell
239,343
-288,119
-55% -$14.4M 0.5% 25
2022
Q2 		$26.3M Buy
527,462
+265,956
+102% +$13.3M 0.81% 23
2022
Q1 		$13.5M Buy
+261,506
New +$13.9M 0.81% 11

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Merit Financial Group's VTEB Position: Q2 2026 in Review

Merit Financial Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 25% in Q2 2026, buying an estimated $7.01M and bringing the position to 694,370 shares worth $35.1M. The position accounts for 0.21% of the portfolio, ranked #85.

Merit Financial Group first reported a position in VTEB in Q1 2022 and has held it in 18 quarters since. 1,397 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Merit Financial Group held 694,370 shares of Vanguard Tax-Exempt Bond Index Fund worth $35.1M as of Q2 2026.
  • Merit Financial Group bought 139,527 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $7.01M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.21% of Merit Financial Group's portfolio in Q2 2026, its #85 holding.
  • Merit Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 18 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.