MYIA
VTEB icon

Mount Yale Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mount Yale Investment 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
2026
Q1 		$1.49M Sell
29,841
-6,274
-17% -$317K 0.03% 438
2025
Q4 		$1.82M Buy
36,115
+18,530
+105% +$932K 0.09% 206
2025
Q3 		$880K Buy
17,585
+17,398
+9,304% +$855K 0.06% 304
2025
Q2 		$9.16K Buy
+187
New +$9.13K ﹤0.01% 1151

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 $52B AUM 24.53% 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

Mount Yale Investment Advisors's VTEB Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 17% in Q1 2026, selling an estimated $317K and leaving 29,841 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #438.

Mount Yale Investment Advisors first reported a position in VTEB in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.82M in Q4 2025. 1,349 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Mount Yale Investment Advisors held 29,841 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.49M as of Q1 2026.
  • Mount Yale Investment Advisors sold 6,274 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $317K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #438 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.82M in Q4 2025.
  • 1,349 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.