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MGO Private Wealth’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

MGO Private Wealth’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
Q1 		– Sell
-89,736
Closed -$4.51M – 64
2025
Q4 		$4.51M Sell
89,736
-1,553
-2% -$78.1K 2.79% 11
2025
Q3 		$4.57M Buy
91,289
+15,552
+21% +$764K 2.74% 11
2025
Q2 		$3.71M Buy
75,737
+3,210
+4% +$157K 2.38% 12
2025
Q1 		$3.6M Buy
72,527
+4,892
+7% +$245K 2.54% 12
2024
Q4 		$3.39M Buy
67,635
+1,234
+2% +$62.4K 2.41% 11
2024
Q3 		$3.39M Sell
66,401
-256
-0.4% -$13K 2.42% 10
2024
Q2 		$3.34M Buy
66,657
+23,336
+54% +$1.17M 2.1% 13
2024
Q1 		$2.19M Buy
43,321
+8,828
+26% +$447K 1.38% 17
2023
Q4 		$1.76M Buy
34,493
+9,027
+35% +$443K 1.21% 20
2023
Q3 		$1.22M Buy
25,466
+8,694
+52% +$431K 0.91% 24
2023
Q2 		$842K Buy
+16,772
New +$843K 0.63% 32

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MGO Private Wealth's VTEB Position: Q1 2026 in Review

MGO Private Wealth sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 89,736 shares — an estimated $4.51M sold.

MGO Private Wealth first reported a position in VTEB in Q2 2023 and held it in 11 quarters. The position peaked at $4.57M in Q3 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • MGO Private Wealth reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
  • MGO Private Wealth sold 89,736 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $4.51M.
  • MGO Private Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and held it in 11 quarters.
  • MGO Private Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.57M in Q3 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.