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Millstone Evans Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Millstone Evans 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
2026
Q2 		$143K Buy
2,837
+127
+5% +$6.38K 0.08% 193
2026
Q1 		$135K Hold
2,710
– – 0.08% 188
2025
Q4 		$136K Buy
2,710
+1,572
+138% +$79.1K 0.08% 190
2025
Q3 		$57K Hold
1,138
– – 0.04% 290
2025
Q2 		$55.8K Hold
1,138
– – 0.04% 282
2025
Q1 		$56.5K Hold
1,138
– – 0.04% 275
2024
Q4 		$57K Buy
+1,138
New +$57.5K 0.04% 266

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Millstone Evans Group's VTEB Position: Q2 2026 in Review

Millstone Evans Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.7% in Q2 2026, buying an estimated $6.38K and bringing the position to 2,837 shares worth $143K. The position accounts for 0.08% of the portfolio, ranked #193.

Millstone Evans Group first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 1,249 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Millstone Evans Group held 2,837 shares of Vanguard Tax-Exempt Bond Index Fund worth $143K as of Q2 2026.
  • Millstone Evans Group bought 127 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $6.38K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Millstone Evans Group's portfolio in Q2 2026, its #193 holding.
  • Millstone Evans Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.