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 Q2	$2.02M	Buy	39,902 +10,061	+34%	+$506K	0.04%	410
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 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

Mount Yale Investment Advisors's VTEB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 34% in Q2 2026, buying an estimated $506K and bringing the position to 39,902 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #410.

Mount Yale Investment Advisors first reported a position in VTEB in Q2 2025 and has held it in 5 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Mount Yale Investment Advisors held 39,902 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.02M as of Q2 2026.
Mount Yale Investment Advisors bought 10,061 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $506K.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #410 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and has held it in 5 quarters since.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.