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Gladstone Institutional Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Gladstone Institutional Advisory’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 		$657K Buy
12,994
+1,009
+8% +$50.7K 0.02% 515
2026
Q1 		$598K Buy
11,985
+4,963
+71% +$251K 0.02% 502
2025
Q4 		$353K Buy
+7,022
New +$353K 0.01% 590
2022
Q4 		– Sell
-4,626
Closed -$223K – 692
2022
Q3 		$223K Buy
+4,626
New +$231K 0.02% 561

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
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
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

Gladstone Institutional Advisory's VTEB Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8.4% in Q2 2026, buying an estimated $50.7K and bringing the position to 12,994 shares worth $657K. The position accounts for 0.02% of the portfolio, ranked #515.

Gladstone Institutional Advisory first reported a position in VTEB in Q3 2022 and has held it in 4 quarters since. 582 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Gladstone Institutional Advisory held 12,994 shares of Vanguard Tax-Exempt Bond Index Fund worth $657K as of Q2 2026.
  • Gladstone Institutional Advisory bought 1,009 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $50.7K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #515 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2022 and has held it in 4 quarters since.
  • 582 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.