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Gerber Kawasaki Wealth & Investment Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$423K Sell
8,366
-50
-0.6% -$2.51K 0.01% 259
2026
Q1 		$420K Buy
8,416
+1,807
+27% +$91.2K 0.01% 238
2025
Q4 		$332K Buy
+6,609
New +$333K 0.01% 270
2022
Q1 		– Sell
-3,811
Closed -$209K – 286
2021
Q4 		$209K Buy
3,811
+2,983
+360% +$163K 0.02% 257
2021
Q3 		$45K Buy
+828
New +$45.8K 0.01% 338

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
AL
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's VTEB Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.59% in Q2 2026, selling an estimated $2.51K and leaving 8,366 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #259.

Gerber Kawasaki Wealth & Investment Management first reported a position in VTEB in Q3 2021 and has held it in 5 quarters since. 1,121 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 8,366 shares of Vanguard Tax-Exempt Bond Index Fund worth $423K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 50 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $2.51K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #259 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2021 and has held it in 5 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.