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Moseley Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Moseley Investment 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
Q1 		$457K Sell
9,162
-215
-2% -$10.9K 0.15% 91
2025
Q4 		$472K Sell
9,377
-700
-7% -$35.2K 0.15% 97
2025
Q3 		$505K Buy
10,077
+206
+2% +$10.1K 0.15% 100
2025
Q2 		$484K Buy
9,871
+250
+3% +$12.2K 0.17% 95
2025
Q1 		$477K Hold
9,621
– – 0.19% 95
2024
Q4 		$482K Sell
9,621
-877
-8% -$44.3K 0.19% 91
2024
Q3 		$537K Sell
10,498
-573
-5% -$29K 0.21% 85
2024
Q2 		$555K Sell
11,071
-533
-5% -$26.7K 0.26% 78
2024
Q1 		$587K Sell
11,604
-1,159
-9% -$58.7K 0.29% 78
2023
Q4 		$652K Sell
12,763
-2,661
-17% -$130K 0.36% 66
2023
Q3 		$742K Buy
15,424
+1,086
+8% +$53.8K 0.44% 54
2023
Q2 		$720K Sell
14,338
-999
-7% -$50.2K 0.42% 61
2023
Q1 		$777K Buy
15,337
+861
+6% +$43.2K 0.5% 54
2022
Q4 		$716K Buy
14,476
+975
+7% +$47.7K 0.51% 50
2022
Q3 		$650K Buy
13,501
+748
+6% +$37.4K 0.48% 57
2022
Q2 		$637K Sell
12,753
-7,547
-37% -$378K 0.44% 58
2022
Q1 		$1.05M Sell
20,300
-27,153
-57% -$1.45M 0.57% 54
2021
Q4 		$2.61M Sell
47,453
-1,524
-3% -$83.5K 1.18% 21
2021
Q3 		$2.68M Buy
48,977
+75
+0.2% +$4.15K 1.34% 16
2021
Q2 		$2.7M Buy
48,902
+8,493
+21% +$468K 1.33% 14
2021
Q1 		$2.21M Buy
40,409
+17,694
+78% +$972K 1.22% 18
2020
Q4 		$1.25M Buy
22,715
+2,497
+12% +$136K 0.73% 40
2020
Q3 		$1.1M Buy
20,218
+8,752
+76% +$478K 0.78% 36
2020
Q2 		$621K Buy
11,466
+4,247
+59% +$226K 0.52% 56
2020
Q1 		$382K Buy
+7,219
New +$387K 0.45% 65

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moseley Investment Management's VTEB Position: Q1 2026 in Review

Moseley Investment Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 2.3% in Q1 2026, selling an estimated $10.9K and leaving 9,162 shares worth $457K. The position accounts for 0.15% of the portfolio, ranked #91.

Moseley Investment Management first reported a position in VTEB in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.7M in Q2 2021. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Moseley Investment Management held 9,162 shares of Vanguard Tax-Exempt Bond Index Fund worth $457K as of Q1 2026.
  • Moseley Investment Management sold 215 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $10.9K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.15% of Moseley Investment Management's portfolio in Q1 2026, its #91 holding.
  • Moseley Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and has held it in 25 quarters since.
  • Moseley Investment Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.7M in Q2 2021.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.