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MGO One Seven’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

MGO One Seven’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 		$7.08M Buy
139,921
+14,144
+11% +$711K 0.12% 200
2026
Q1 		$6.28M Buy
125,777
+16,094
+15% +$813K 0.13% 193
2025
Q4 		$5.52M Buy
109,683
+36,017
+49% +$1.81M 0.11% 220
2025
Q3 		$3.69M Buy
73,666
+66,437
+919% +$3.27M 0.09% 260
2025
Q2 		$354K Sell
7,229
-2,155
-23% -$105K 0.01% 859
2025
Q1 		$466K Buy
+9,384
New +$469K 0.02% 649

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

MGO One Seven's VTEB Position: Q2 2026 in Review

MGO One Seven increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, buying an estimated $711K and bringing the position to 139,921 shares worth $7.08M. The position accounts for 0.12% of the portfolio, ranked #200.

MGO One Seven first reported a position in VTEB in Q1 2025 and has held it in 6 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • MGO One Seven held 139,921 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.08M as of Q2 2026.
  • MGO One Seven bought 14,144 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $711K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.12% of MGO One Seven's portfolio in Q2 2026, its #200 holding.
  • MGO One Seven first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 6 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.