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Mustard Seed Financial’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mustard Seed Financial’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 		$8.45M Buy
166,976
+19,212
+13% +$965K 4.39% 6
2026
Q1 		$7.37M Buy
147,764
+17,879
+14% +$903K 4.42% 7
2025
Q4 		$6.53M Buy
129,885
+3,685
+3% +$185K 4.11% 7
2025
Q3 		$6.32M Buy
126,200
+33,230
+36% +$1.63M 4.06% 6
2025
Q2 		$4.56M Buy
92,970
+25,133
+37% +$1.23M 3.28% 10
2025
Q1 		$3.37M Buy
67,837
+9,043
+15% +$452K 2.71% 11
2024
Q4 		$2.95M Buy
58,794
+9,557
+19% +$483K 2.39% 12
2024
Q3 		$2.52M Buy
49,237
+553
+1% +$28K 2.09% 12
2024
Q2 		$2.44M Buy
48,684
+4,044
+9% +$202K 2.33% 11
2024
Q1 		$2.26M Buy
44,640
+2,755
+7% +$140K 2.25% 11
2023
Q4 		$2.14M Buy
+41,885
New +$2.05M 2.42% 9

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mustard Seed Financial's VTEB Position: Q2 2026 in Review

Mustard Seed Financial increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 13% in Q2 2026, buying an estimated $965K and bringing the position to 166,976 shares worth $8.45M. The position accounts for 4.39% of the portfolio, ranked #6.

Mustard Seed Financial first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Mustard Seed Financial held 166,976 shares of Vanguard Tax-Exempt Bond Index Fund worth $8.45M as of Q2 2026.
  • Mustard Seed Financial bought 19,212 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $965K.
  • Vanguard Tax-Exempt Bond Index Fund made up 4.39% of Mustard Seed Financial's portfolio in Q2 2026, its #6 holding.
  • Mustard Seed Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.