William Mack & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

William Mack & Associates’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	$3.55M	Buy	70,242 +2,446	+4%	+$123K	1.25%	10
2026 Q1	$3.38M	Sell	67,796 -1,285	-2%	-$64.9K	1.93%	10
2025 Q4	$3.47M	Buy	69,081 +1,990	+3%	+$100K	1.64%	10
2025 Q3	$3.36M	Buy	67,091 +3,300	+5%	+$162K	1.81%	10
2025 Q2	$3.13M	Buy	63,791 +450	+0.7%	+$22K	1.99%	9
2025 Q1	$3.14M	Buy	63,341 +12,950	+26%	+$648K	2.69%	7
2024 Q4	$2.53M	Buy	+50,391	New	+$2.55M	2.64%	7

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

William Mack & Associates's VTEB Position: Q2 2026 in Review

William Mack & Associates increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.6% in Q2 2026, buying an estimated $123K and bringing the position to 70,242 shares worth $3.55M. The position accounts for 1.25% of the portfolio, ranked #10.

William Mack & Associates first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

William Mack & Associates held 70,242 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.55M as of Q2 2026.
William Mack & Associates bought 2,446 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $123K.
Vanguard Tax-Exempt Bond Index Fund made up 1.25% of William Mack & Associates's portfolio in Q2 2026, its #10 holding.
William Mack & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.