MF
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Midwestern Financial’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Midwestern Financial’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 		$2.75M Buy
55,048
+10,328
+23% +$521K 2.16% 16
2025
Q4 		$2.25M Buy
44,720
+6,290
+16% +$317K 1.86% 19
2025
Q3 		$1.92M Buy
38,430
+1,521
+4% +$74.8K 1.65% 21
2025
Q2 		$1.81M Buy
+36,909
New +$1.8M 1.7% 20

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

Midwestern Financial's VTEB Position: Q1 2026 in Review

Midwestern Financial increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 23% in Q1 2026, buying an estimated $521K and bringing the position to 55,048 shares worth $2.75M. The position accounts for 2.16% of the portfolio, ranked #16.

Midwestern Financial first reported a position in VTEB in Q2 2025 and has held it in 4 quarters since. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Midwestern Financial held 55,048 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.75M as of Q1 2026.
  • Midwestern Financial bought 10,328 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $521K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.16% of Midwestern Financial's portfolio in Q1 2026, its #16 holding.
  • Midwestern Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 4 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.