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 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 $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mullooly Asset Management's VTEB Position: Q1 2026 in Review

Mullooly Asset Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.02% in Q1 2026, buying an estimated $505 and bringing the position to 45,199 shares worth $2.25M. The position accounts for 0.83% of the portfolio, ranked #14.

Mullooly Asset Management first reported a position in VTEB in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.27M in Q4 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Mullooly Asset Management held 45,199 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.25M as of Q1 2026.
Mullooly Asset Management bought 10 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $505.
Vanguard Tax-Exempt Bond Index Fund made up 0.83% of Mullooly Asset Management's portfolio in Q1 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 5 quarters since.
Mullooly Asset Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.27M in Q4 2025.
1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Mullooly Asset Management's 13F filing for Q1 2026, filed 7 May 2026.