GC Wealth Management RIA’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

GC Wealth Management RIA’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	$1.26M	Buy	24,925 +4,823	+24%	+$242K	0.07%	193
2026 Q1	$1M	Buy	20,102 +9,405	+88%	+$475K	0.04%	240
2025 Q4	$538K	Buy	10,697 +3,038	+40%	+$153K	0.02%	347
2025 Q3	$383K	Sell	7,659 -654	-8%	-$32.1K	0.01%	635
2025 Q2	$408K	Buy	8,313 +4,251	+105%	+$208K	0.03%	370
2025 Q1	$202K	Sell	4,062 -8,065	-67%	-$403K	0.04%	300
2024 Q4	$608K	Sell	12,127 -588	-5%	-$29.7K	0.11%	155
2024 Q3	$650K	Buy	+12,715	New	+$644K	0.11%	157

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

GC Wealth Management RIA's VTEB Position: Q2 2026 in Review

GC Wealth Management RIA increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 24% in Q2 2026, buying an estimated $242K and bringing the position to 24,925 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #193.

GC Wealth Management RIA first reported a position in VTEB in Q3 2024 and has held it in 8 quarters since. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

GC Wealth Management RIA held 24,925 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.26M as of Q2 2026.
GC Wealth Management RIA bought 4,823 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $242K.
Vanguard Tax-Exempt Bond Index Fund made up 0.07% of GC Wealth Management RIA's portfolio in Q2 2026, its #193 holding.
GC Wealth Management RIA first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 8 quarters since.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.