Mullooly Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mullooly Asset 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 Q2	$2.39M	Buy	47,259 +2,060	+5%	+$104K	0.74%	14
2026 Q1	$2.25M	Buy	45,199 +10	+0%	+$505	0.83%	14
2025 Q4	$2.27M	Buy	45,189 +1,272	+3%	+$64K	0.83%	14
2025 Q3	$2.2M	Buy	43,917 +910	+2%	+$44.7K	0.84%	15
2025 Q2	$2.11M	Buy	43,007 +3,486	+9%	+$170K	0.89%	14
2025 Q1	$1.96M	Buy	+39,521	New	+$1.98M	0.89%	15

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

Mullooly Asset Management's VTEB Position: Q2 2026 in Review

Mullooly Asset Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.6% in Q2 2026, buying an estimated $104K and bringing the position to 47,259 shares worth $2.39M. The position accounts for 0.74% of the portfolio, ranked #14.

Mullooly Asset Management first reported a position in VTEB in Q1 2025 and has held it in 6 quarters since. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Mullooly Asset Management held 47,259 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.39M as of Q2 2026.
Mullooly Asset Management bought 2,060 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $104K.
Vanguard Tax-Exempt Bond Index Fund made up 0.74% of Mullooly Asset Management's portfolio in Q2 2026, its #14 holding.
Mullooly Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 6 quarters since.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Mullooly Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.