GAMMA Investing’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

GAMMA Investing’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	$1.19M	Buy	23,599 +5,210	+28%	+$262K	0.04%	349
2026 Q1	$917K	Buy	18,389 +6,098	+50%	+$308K	0.04%	369
2025 Q4	$618K	Buy	12,291 +2,017	+20%	+$101K	0.03%	459
2025 Q3	$514K	Buy	10,274 +233	+2%	+$11.5K	0.03%	503
2025 Q2	$492K	Sell	10,041 -1,885	-16%	-$92.1K	0.03%	489
2025 Q1	$592K	Buy	+11,926	New	+$597K	0.04%	364
2024 Q1	–	Sell	-571	Closed	-$29.1K	–	3376
2023 Q4	$29.1K	Buy	+571	New	+$28K	0.01%	1247

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

GAMMA Investing's VTEB Position: Q2 2026 in Review

GAMMA Investing increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 28% in Q2 2026, buying an estimated $262K and bringing the position to 23,599 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #349.

GAMMA Investing first reported a position in VTEB in Q4 2023 and has held it in 7 quarters since. 517 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

GAMMA Investing held 23,599 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.19M as of Q2 2026.
GAMMA Investing bought 5,210 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $262K.
Vanguard Tax-Exempt Bond Index Fund made up 0.04% of GAMMA Investing's portfolio in Q2 2026, its #349 holding.
GAMMA Investing first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 7 quarters since.
517 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.