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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
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 $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glassy Mountain Advisors's VTEB Position: Q1 2026 in Review

Glassy Mountain Advisors increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 5.4% in Q1 2026, buying an estimated $114K and bringing the position to 44,439 shares worth $2.22M. The position accounts for 0.69% of the portfolio, ranked #44.

Glassy Mountain Advisors first reported a position in VTEB in Q2 2023 and has held it in 12 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Glassy Mountain Advisors held 44,439 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.22M as of Q1 2026.
  • Glassy Mountain Advisors bought 2,263 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $114K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.69% of Glassy Mountain Advisors's portfolio in Q1 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 12 quarters since.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Glassy Mountain Advisors's 13F filing for Q1 2026, filed 8 May 2026.