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Mullaney, Keating & Wright’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mullaney, Keating & Wright’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 		– Sell
-6,261
Closed -$315K – 75
2025
Q4 		$315K Buy
6,261
+70
+1% +$3.52K 0.17% 51
2025
Q3 		$310K Buy
6,191
+52
+0.8% +$2.56K 0.17% 48
2025
Q2 		$301K Buy
+6,139
New +$300K 0.2% 48

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mullaney, Keating & Wright's VTEB Position: Q1 2026 in Review

Mullaney, Keating & Wright sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026, closing a stake of 6,261 shares — an estimated $315K sold.

Mullaney, Keating & Wright first reported a position in VTEB in Q2 2025 and held it in 3 quarters. The position peaked at $315K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Mullaney, Keating & Wright reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q1 2026 after selling out during the quarter.
  • Mullaney, Keating & Wright sold 6,261 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $315K.
  • Mullaney, Keating & Wright first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2025 and held it in 3 quarters.
  • Mullaney, Keating & Wright's Vanguard Tax-Exempt Bond Index Fund position peaked at $315K in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q1 2026, filed 29 May 2026.