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Mutual Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Mutual Advisors’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 		$1.72M Buy
34,462
+1,955
+6% +$98.7K 0.04% 419
2025
Q4 		$1.63M Buy
32,507
+880
+3% +$44.3K 0.04% 414
2025
Q3 		$1.6M Buy
31,627
+9,316
+42% +$458K 0.04% 426
2025
Q2 		$1.08M Sell
22,311
-5,475
-20% -$267K 0.03% 479
2025
Q1 		$1.36M Sell
27,786
-3,341
-11% -$167K 0.04% 367
2024
Q4 		$1.55M Sell
31,127
-3,048
-9% -$154K 0.04% 344
2024
Q3 		$1.72M Sell
34,175
-41,475
-55% -$2.1M 0.05% 311
2024
Q2 		$3.82M Buy
75,650
+6,515
+9% +$326K 0.12% 170
2024
Q1 		$3.5M Buy
69,135
+10,560
+18% +$535K 0.11% 168
2023
Q4 		$2.99M Sell
58,575
-18,693
-24% -$917K 0.1% 189
2023
Q3 		$3.72M Buy
77,268
+6,560
+9% +$325K 0.15% 147
2023
Q2 		$3.55M Buy
70,708
+8,886
+14% +$446K 0.13% 154
2023
Q1 		$3.13M Buy
61,822
+179
+0.3% +$8.99K 0.13% 165
2022
Q4 		$3.05M Sell
61,643
-2,393
-4% -$117K 0.14% 157
2022
Q3 		$3.08M Buy
64,036
+6,828
+12% +$341K 0.16% 128
2022
Q2 		$2.86M Buy
57,208
+18,315
+47% +$918K 0.19% 123
2022
Q1 		$2M Buy
38,893
+3,629
+10% +$193K 0.11% 211
2021
Q4 		$1.94M Buy
35,264
+7,783
+28% +$426K 0.1% 239
2021
Q3 		$1.5M Buy
27,481
+10,352
+60% +$572K 0.09% 272
2021
Q2 		$947K Buy
17,129
+5,652
+49% +$311K 0.06% 364
2021
Q1 		$627K Buy
11,477
+4,137
+56% +$227K 0.04% 438
2020
Q4 		$405K Sell
7,340
-182
-2% -$9.94K 0.03% 516
2020
Q3 		$409K Sell
7,522
-559
-7% -$30.5K 0.04% 464
2020
Q2 		$438K Buy
8,081
+176
+2% +$9.38K 0.04% 418
2020
Q1 		$418K Buy
+7,905
New +$423K 0.06% 326

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

Mutual Advisors's VTEB Position: Q1 2026 in Review

Mutual Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6% in Q1 2026, buying an estimated $98.7K and bringing the position to 34,462 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #419.

Mutual Advisors first reported a position in VTEB in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.82M in Q2 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Mutual Advisors held 34,462 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.72M as of Q1 2026.
  • Mutual Advisors bought 1,955 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $98.7K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Mutual Advisors's portfolio in Q1 2026, its #419 holding.
  • Mutual Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and has held it in 25 quarters since.
  • Mutual Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.82M in Q2 2024.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.