MW Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

MW Advisory’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 Q3	$582K	Buy	+12,286	New	+$606K	0.23%	70

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

MW Advisory's VTEB Position: Q3 2026 in Review

MW Advisory opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 12,286 shares worth $582K. The stake represents 0.23% of the portfolio and ranks #70 among its holdings.

469 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

MW Advisory held 12,286 shares of Vanguard Tax-Exempt Bond Index Fund worth $582K as of Q3 2026.
Vanguard Tax-Exempt Bond Index Fund was a new MW Advisory position in Q3 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.23% of MW Advisory's portfolio in Q3 2026, its #70 holding.
469 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on MW Advisory's 13F filing for Q3 2026, filed 19 Oct 2026.