Midwest Trust’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Midwest Trust’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	$2.29M	Sell	45,290 -1,713	-4%	-$86.1K	0.03%	288
2026 Q1	$2.34M	Buy	47,003 +2,109	+5%	+$106K	0.03%	272
2025 Q4	$2.26M	Buy	44,894 +14,777	+49%	+$744K	0.03%	272
2025 Q3	$1.51M	Sell	30,117 -8,733	-22%	-$429K	0.02%	302
2025 Q2	$1.9M	Buy	+38,850	New	+$1.9M	0.03%	283

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Midwest Trust's VTEB Position: Q2 2026 in Review

Midwest Trust reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.6% in Q2 2026, selling an estimated $86.1K and leaving 45,290 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #288.

Midwest Trust first reported a position in VTEB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.34M in Q1 2026. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Midwest Trust held 45,290 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.29M as of Q2 2026.
Midwest Trust sold 1,713 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $86.1K.
Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Midwest Trust's portfolio in Q2 2026, its #288 holding.
Midwest Trust first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.34M in Q1 2026.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.