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

MidWestOne 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
2025
Q4 		$971K Hold
19,310
– – 0.11% 167
2025
Q3 		$967K Hold
19,310
– – 0.12% 162
2025
Q2 		$947K Hold
19,310
– – 0.12% 163
2025
Q1 		$958K Hold
19,310
– – 0.14% 154
2024
Q4 		$968K Buy
19,310
+15,000
+348% +$758K 0.14% 154
2024
Q3 		$220K Hold
4,310
– – 0.03% 276
2024
Q2 		$216K Sell
4,310
-12,000
-74% -$600K 0.04% 276
2024
Q1 		$825K Buy
16,310
+12,000
+278% +$608K 0.15% 169
2023
Q4 		$220K Sell
4,310
-578
-12% -$28.3K 0.04% 266
2023
Q3 		$235K Hold
4,888
– – 0.05% 245
2023
Q2 		$245K Sell
4,888
-530
-10% -$26.6K 0.05% 241
2023
Q1 		$274K Sell
5,418
-11,970
-69% -$601K 0.06% 227
2022
Q4 		$861K Buy
+17,388
New +$850K 0.19% 127
2022
Q2 		– Sell
-45,302
Closed -$2.33M – 241
2022
Q1 		$2.33M Buy
45,302
+21,600
+91% +$1.15M 0.5% 35
2021
Q4 		$1.3M Buy
23,702
+1,318
+6% +$72.2K 0.27% 92
2021
Q3 		$1.23M Hold
22,384
– – 0.29% 79
2021
Q2 		$1.24M Hold
22,384
– – 0.29% 82
2021
Q1 		$1.22M Sell
22,384
-4,481
-17% -$246K 0.3% 82
2020
Q4 		$1.48M Sell
26,865
-1,673
-6% -$91.3K 0.41% 54
2020
Q3 		$1.55M Buy
+28,538
New +$1.56M 0.52% 43
2020
Q2 		– Sell
-27,406
Closed -$1.45M – 193
2020
Q1 		$1.45M Sell
27,406
-2,445
-8% -$131K 0.53% 36
2019
Q4 		$1.6M Sell
29,851
-5,612
-16% -$300K 0.33% 50
2019
Q3 		$1.9M Hold
35,463
– – 0.59% 28
2019
Q2 		$1.88M Buy
+35,463
New +$1.86M 0.52% 32

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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

MidWestOne Financial Group's VTEB Position: Q4 2025 in Review

MidWestOne Financial Group held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q4 2025 at 19,310 shares worth $971K. The position accounts for 0.11% of the portfolio, ranked #167.

MidWestOne Financial Group first reported a position in VTEB in Q2 2019 and has held it in 24 quarters since. The position peaked at $2.33M in Q1 2022. 1,312 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

  • MidWestOne Financial Group held 19,310 shares of Vanguard Tax-Exempt Bond Index Fund worth $971K as of Q4 2025.
  • MidWestOne Financial Group left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q4 2025.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.11% of MidWestOne Financial Group's portfolio in Q4 2025, its #167 holding.
  • MidWestOne Financial Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and has held it in 24 quarters since.
  • MidWestOne Financial Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.33M in Q1 2022.
  • 1,312 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.