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Galvin Gaustad & Stein’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Galvin Gaustad & Stein’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 		$2.82M Sell
56,463
-6,066
-10% -$306K 0.23% 81
2025
Q4 		$3.14M Buy
62,529
+812
+1% +$40.9K 0.25% 78
2025
Q3 		$3.09M Buy
61,717
+10,522
+21% +$517K 0.25% 70
2025
Q2 		$2.51M Sell
51,195
-11,522
-18% -$563K 0.22% 72
2025
Q1 		$3.11M Sell
62,717
-4,594
-7% -$230K 0.28% 65
2024
Q4 		$3.37M Buy
67,311
+1,891
+3% +$95.6K 0.3% 64
2024
Q3 		$3.34M Sell
65,420
-4,451
-6% -$226K 0.3% 63
2024
Q2 		$3.5M Buy
69,871
+4,801
+7% +$240K 0.33% 59
2024
Q1 		$3.29M Sell
65,070
-2,826
-4% -$143K 0.3% 58
2023
Q4 		$3.47M Sell
67,896
-13,844
-17% -$679K 0.32% 57
2023
Q3 		$3.93M Buy
81,740
+2,895
+4% +$143K 0.4% 61
2023
Q2 		$3.96M Buy
78,845
+825
+1% +$41.5K 0.38% 63
2023
Q1 		$3.95M Buy
78,020
+8,035
+11% +$403K 0.39% 61
2022
Q4 		$3.46M Sell
69,985
-12,250
-15% -$599K 0.35% 65
2022
Q3 		$3.96M Buy
82,235
+8,234
+11% +$412K 0.42% 64
2022
Q2 		$3.69M Sell
74,001
-14,793
-17% -$742K 0.37% 66
2022
Q1 		$4.58M Buy
88,794
+1,127
+1% +$60K 0.41% 69
2021
Q4 		$4.81M Buy
87,667
+3,524
+4% +$193K 0.42% 70
2021
Q3 		$4.61M Buy
84,143
+4,891
+6% +$270K 0.45% 66
2021
Q2 		$4.38M Buy
79,252
+3,008
+4% +$166K 0.42% 71
2021
Q1 		$4.17M Buy
76,244
+4,685
+7% +$257K 0.42% 72
2020
Q4 		$3.95M Buy
+71,559
New +$3.91M 0.41% 68

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

Galvin Gaustad & Stein's VTEB Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.7% in Q1 2026, selling an estimated $306K and leaving 56,463 shares worth $2.82M. The position accounts for 0.23% of the portfolio, ranked #81.

Galvin Gaustad & Stein first reported a position in VTEB in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.81M in Q4 2021. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Galvin Gaustad & Stein held 56,463 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.82M as of Q1 2026.
  • Galvin Gaustad & Stein sold 6,066 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $306K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.23% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #81 holding.
  • Galvin Gaustad & Stein first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2020 and has held it in 22 quarters since.
  • Galvin Gaustad & Stein's Vanguard Tax-Exempt Bond Index Fund position peaked at $4.81M in Q4 2021.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.