Mill Capital Management
VTEB icon

Mill Capital Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mill Capital Management’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
Q3 		$1.82M Sell
38,371
-106
-0.3% -$5.23K 0.12% 66
2026
Q2 		$1.95M Hold
38,477
– – 0.13% 64
2026
Q1 		$1.92M Buy
38,477
+12,919
+51% +$652K 0.15% 62
2025
Q4 		$1.29M Buy
+25,558
New +$1.29M 0.09% 70

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Aspiriant LLC
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Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
West Financial Advisors
West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return

Mill Capital Management's VTEB Position: Q3 2026 in Review

Mill Capital Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.28% in Q3 2026, selling an estimated $5.23K and leaving 38,371 shares worth $1.82M. The position accounts for 0.12% of the portfolio, ranked #66.

Mill Capital Management first reported a position in VTEB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.95M in Q2 2026. 700 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Mill Capital Management held 38,371 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.82M as of Q3 2026.
  • Mill Capital Management sold 106 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $5.23K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.12% of Mill Capital Management's portfolio in Q3 2026, its #66 holding.
  • Mill Capital Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 4 quarters since.
  • Mill Capital Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.95M in Q2 2026.
  • 700 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Mill Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.