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Glassy Mountain Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Glassy Mountain 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 		$2.23M Sell
44,072
-367
-0.8% -$18.4K 0.61% 44
2026
Q1 		$2.22M Buy
44,439
+2,263
+5% +$114K 0.69% 44
2025
Q4 		$2.12M Sell
42,176
-1,372
-3% -$69K 0.64% 44
2025
Q3 		$2.18M Buy
43,548
+31
+0.1% +$1.52K 0.66% 44
2025
Q2 		$2.13M Buy
43,517
+456
+1% +$22.3K 0.69% 43
2025
Q1 		$2.14M Buy
43,061
+3,119
+8% +$156K 0.76% 40
2024
Q4 		$2M Buy
39,942
+1,091
+3% +$55.2K 0.69% 39
2024
Q3 		$1.99M Buy
38,851
+510
+1% +$25.8K 0.7% 38
2024
Q2 		$1.92M Buy
38,341
+2,017
+6% +$101K 0.71% 39
2024
Q1 		$1.84M Buy
36,324
+2,137
+6% +$108K 0.69% 39
2023
Q4 		$1.75M Buy
34,187
+7,087
+26% +$348K 0.72% 40
2023
Q3 		$1.29M Sell
27,100
-1,950
-7% -$96.6K 0.62% 40
2023
Q2 		$1.46M Buy
+29,050
New +$1.46M 0.65% 42

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Glassy Mountain Advisors's VTEB Position: Q2 2026 in Review

Glassy Mountain Advisors reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.83% in Q2 2026, selling an estimated $18.4K and leaving 44,072 shares worth $2.23M. The position accounts for 0.61% of the portfolio, ranked #44.

Glassy Mountain Advisors first reported a position in VTEB in Q2 2023 and has held it in 13 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Glassy Mountain Advisors held 44,072 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.23M as of Q2 2026.
  • Glassy Mountain Advisors sold 367 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $18.4K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.61% of Glassy Mountain Advisors's portfolio in Q2 2026, its #44 holding.
  • Glassy Mountain Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 13 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.