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Glass Jacobson Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Glass Jacobson Investment Advisors’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 		$1.71M Buy
33,791
+4,609
+16% +$232K 0.53% 65
2026
Q1 		$1.46M Sell
29,182
-259
-0.9% -$13.1K 0.5% 68
2025
Q4 		$1.48M Sell
29,441
-230
-0.8% -$11.6K 0.53% 64
2025
Q3 		$1.49M Buy
29,671
+3,804
+15% +$187K 0.54% 66
2025
Q2 		$1.27M Sell
25,867
-1,781
-6% -$87K 0.49% 67
2025
Q1 		$1.39M Hold
27,648
– – 0.46% 68
2024
Q4 		$1.39M Buy
27,648
+2,589
+10% +$131K 0.46% 68
2024
Q3 		$1.28M Sell
25,059
-1,877
-7% -$95.1K 0.42% 74
2024
Q2 		$1.35M Buy
26,936
+204
+0.8% +$10.2K 0.49% 66
2024
Q1 		$1.35M Buy
26,732
+1,410
+6% +$71.5K 0.51% 62
2023
Q4 		$1.29M Buy
25,322
+320
+1% +$15.7K 0.53% 59
2023
Q3 		$1.2M Sell
25,002
-277
-1% -$13.7K 0.55% 53
2023
Q2 		$1.27M Buy
+25,279
New +$1.27M 0.58% 47
2022
Q4 		$1.25M Buy
+25,289
New +$1.24M 0.62% 43

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Glass Jacobson Investment Advisors's VTEB Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q2 2026, buying an estimated $232K and bringing the position to 33,791 shares worth $1.71M. The position accounts for 0.53% of the portfolio, ranked #65.

Glass Jacobson Investment Advisors first reported a position in VTEB in Q4 2022 and has held it in 14 quarters since. 1,045 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Glass Jacobson Investment Advisors held 33,791 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.71M as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 4,609 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $232K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.53% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #65 holding.
  • Glass Jacobson Investment Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 14 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.