Moody National Bank Trust Division’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Moody National Bank Trust Division’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	$7.66M	Buy	151,469 +6,036	+4%	+$303K	0.63%	27
2026 Q1	$7.26M	Buy	145,433 +17,649	+14%	+$891K	0.69%	21
2025 Q4	$6.43M	Sell	127,784 -83,380	-39%	-$4.2M	0.62%	28
2025 Q3	$10.6M	Buy	211,164 +32,268	+18%	+$1.59M	0.89%	20
2025 Q2	$8.77M	Buy	178,896 +50,782	+40%	+$2.48M	0.8%	20
2025 Q1	$6.36M	Buy	128,114 +79,743	+165%	+$3.99M	0.66%	26
2024 Q4	$2.42M	Buy	48,371 +30,710	+174%	+$1.55M	0.25%	81
2024 Q3	$903K	Hold	17,661	–	–	0.1%	246
2024 Q2	$885K	Hold	17,661	–	–	0.07%	211
2024 Q1	$894K	Hold	17,661	–	–	0.07%	217
2023 Q4	$902K	Hold	17,661	–	–	0.07%	218
2023 Q3	$849K	Hold	17,661	–	–	0.05%	255
2023 Q2	$887K	Buy	+17,661	New	+$887K	0.06%	241

Other funds holding VTEB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Moody National Bank Trust Division's VTEB Position: Q2 2026 in Review

Moody National Bank Trust Division increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.2% in Q2 2026, buying an estimated $303K and bringing the position to 151,469 shares worth $7.66M. The position accounts for 0.63% of the portfolio, ranked #27.

Moody National Bank Trust Division first reported a position in VTEB in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.6M in Q3 2025. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Moody National Bank Trust Division held 151,469 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.66M as of Q2 2026.
Moody National Bank Trust Division bought 6,036 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $303K.
Vanguard Tax-Exempt Bond Index Fund made up 0.63% of Moody National Bank Trust Division's portfolio in Q2 2026, its #27 holding.
Moody National Bank Trust Division first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 13 quarters since.
Moody National Bank Trust Division's Vanguard Tax-Exempt Bond Index Fund position peaked at $10.6M in Q3 2025.
983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.