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Mosaic Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mosaic Advisors’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
2025
Q2 		– Sell
-14,776
Closed -$733K – 21
2025
Q1 		$733K Sell
14,776
-52,280
-78% -$2.62M 1.1% 5
2024
Q4 		$3.36M Buy
67,056
+387
+0.6% +$19.6K 3.95% 5
2024
Q3 		$3.41M Buy
66,669
+517
+0.8% +$26.2K 2.61% 7
2024
Q2 		$3.31M Buy
66,152
+10,275
+18% +$514K 2.68% 6
2024
Q1 		$2.83M Buy
55,877
+284
+0.5% +$14.4K 2.31% 8
2023
Q4 		$2.84M Sell
55,593
-357,074
-87% -$17.5M 1.68% 7
2023
Q3 		$19.8M Sell
412,667
-49,160
-11% -$2.44M 18.17% 3
2023
Q2 		$23.2M Sell
461,827
-44,144
-9% -$2.22M 17.27% 3
2023
Q1 		$25.6M Buy
505,971
+919
+0.2% +$46.1K 20.87% 2
2022
Q4 		$25M Sell
505,052
-497,911
-50% -$24.3M 21.22% 2
2022
Q3 		$48.3M Buy
1,002,963
+3,809
+0.4% +$190K 38.65% 1
2022
Q2 		$49.9M Buy
+999,154
New +$50.1M 37.34% 1

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mosaic Advisors's VTEB Position: Q2 2025 in Review

Mosaic Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2025, closing a stake of 14,776 shares — an estimated $733K sold.

Mosaic Advisors first reported a position in VTEB in Q2 2022 and held it in 12 quarters. The position peaked at $49.9M in Q2 2022. 1,207 funds tracked by Wall St. Rank hold VTEB as of Q2 2025.

  • Mosaic Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2025 after selling out during the quarter.
  • Mosaic Advisors sold 14,776 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2025, an estimated $733K.
  • Mosaic Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 12 quarters.
  • Mosaic Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $49.9M in Q2 2022.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2025.

Based on Mosaic Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.