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 Q2	$1.35M	Buy	26,643 +9,061	+52%	+$455K	0.02%	390
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mission Wealth Management's VTEB Position: Q2 2026 in Review

Mission Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 52% in Q2 2026, buying an estimated $455K and bringing the position to 26,643 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #390.

Mission Wealth Management first reported a position in VTEB in Q1 2022 and has held it in 17 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Mission Wealth Management held 26,643 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.35M as of Q2 2026.
Mission Wealth Management bought 9,061 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $455K.
Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #390 holding.
Mission Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2022 and has held it in 17 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.