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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mustard Seed Financial's VTEB Position: Q1 2026 in Review

Mustard Seed Financial increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 14% in Q1 2026, buying an estimated $903K and bringing the position to 147,764 shares worth $7.37M. The position accounts for 4.42% of the portfolio, ranked #7.

Mustard Seed Financial first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Mustard Seed Financial held 147,764 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.37M as of Q1 2026.
  • Mustard Seed Financial bought 17,879 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $903K.
  • Vanguard Tax-Exempt Bond Index Fund made up 4.42% of Mustard Seed Financial's portfolio in Q1 2026, its #7 holding.
  • Mustard Seed Financial first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.