Mokosak Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mokosak Advisory 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	$263K	Buy	5,197 +44	+0.9%	+$2.21K	0.06%	33
2026 Q1	$257K	Buy	5,153 +29	+0.6%	+$1.46K	0.06%	29
2025 Q4	$258K	Buy	5,124 +57	+1%	+$2.87K	0.06%	30
2025 Q3	$254K	Buy	5,067 +43	+0.9%	+$2.11K	0.07%	31
2025 Q2	$246K	Buy	5,024 +41	+0.8%	+$2K	0.07%	30
2025 Q1	$247K	Buy	+4,983	New	+$249K	0.08%	28

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

Mokosak Advisory Group's VTEB Position: Q2 2026 in Review

Mokosak Advisory Group increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.85% in Q2 2026, buying an estimated $2.21K and bringing the position to 5,197 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #33.

Mokosak Advisory Group first reported a position in VTEB in Q1 2025 and has held it in 6 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Mokosak Advisory Group held 5,197 shares of Vanguard Tax-Exempt Bond Index Fund worth $263K as of Q2 2026.
Mokosak Advisory Group bought 44 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.21K.
Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Mokosak Advisory Group's portfolio in Q2 2026, its #33 holding.
Mokosak Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 6 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Mokosak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.