MWM
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Mission Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mission Wealth 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
Q1 		$877K Sell
17,582
-587
-3% -$29.6K 0.02% 348
2025
Q4 		$914K Sell
18,169
-7,991
-31% -$402K 0.02% 354
2025
Q3 		$1.31M Buy
26,160
+15,146
+138% +$744K 0.03% 282
2025
Q2 		$540K Sell
11,014
-1,419
-11% -$69.3K 0.01% 458
2025
Q1 		$617K Buy
12,433
+2,316
+23% +$116K 0.02% 406
2024
Q4 		$507K Sell
10,117
-391
-4% -$19.8K 0.01% 425
2024
Q3 		$537K Sell
10,508
-2,280
-18% -$116K 0.01% 420
2024
Q2 		$641K Sell
12,788
-10,661
-45% -$533K 0.02% 358
2024
Q1 		$1.19M Buy
23,449
+18,824
+407% +$954K 0.03% 259
2023
Q4 		$236K Buy
+4,625
New +$227K 0.01% 521
2023
Q3 		– Sell
-5,100
Closed -$256K – 581
2023
Q2 		$256K Hold
5,100
– – 0.01% 468
2023
Q1 		$258K Sell
5,100
-669
-12% -$33.6K 0.01% 466
2022
Q4 		$286K Sell
5,769
-2,834
-33% -$139K 0.01% 432
2022
Q3 		$414K Buy
8,603
+441
+5% +$22K 0.02% 324
2022
Q2 		$407K Buy
8,162
+1,448
+22% +$72.6K 0.02% 342
2022
Q1 		$346K Buy
+6,714
New +$357K 0.02% 383

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

Mission Wealth Management's VTEB Position: Q1 2026 in Review

Mission Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.2% in Q1 2026, selling an estimated $29.6K and leaving 17,582 shares worth $877K. The position accounts for 0.02% of the portfolio, ranked #348.

Mission Wealth Management first reported a position in VTEB in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.31M in Q3 2025. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Mission Wealth Management held 17,582 shares of Vanguard Tax-Exempt Bond Index Fund worth $877K as of Q1 2026.
  • Mission Wealth Management sold 587 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $29.6K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #348 holding.
  • Mission Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 16 quarters since.
  • Mission Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.31M in Q3 2025.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.