Mosaic Family Wealth Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mosaic Family Wealth Partners’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	$660K	Buy	13,043 +231	+2%	+$11.6K	0.04%	258
2026 Q1	$639K	Buy	12,812 +205	+2%	+$10.4K	0.07%	153
2025 Q4	$634K	Buy	12,607 +782	+7%	+$39.3K	0.07%	132
2025 Q3	$592K	Buy	+11,825	New	+$581K	0.07%	127
2025 Q2	–	Sell	-7,062	Closed	-$350K	–	233
2025 Q1	$350K	Buy	+7,062	New	+$353K	0.05%	156
2024 Q4	–	Sell	-3,949	Closed	-$202K	–	223
2024 Q3	$202K	Buy	+3,949	New	+$200K	0.03%	201

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

Mosaic Family Wealth Partners's VTEB Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1.8% in Q2 2026, buying an estimated $11.6K and bringing the position to 13,043 shares worth $660K. The position accounts for 0.04% of the portfolio, ranked #258.

Mosaic Family Wealth Partners first reported a position in VTEB in Q3 2024 and has held it in 6 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Mosaic Family Wealth Partners held 13,043 shares of Vanguard Tax-Exempt Bond Index Fund worth $660K as of Q2 2026.
Mosaic Family Wealth Partners bought 231 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $11.6K.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #258 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 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 Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.