Gleason Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Gleason Group’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	$34.5M	Sell	681,861 -13,495	-2%	-$678K	3.01%	8
2026 Q1	$34.7M	Buy	695,356 +65,977	+10%	+$3.33M	3.44%	7
2025 Q4	$31.7M	Buy	629,379 +3,465	+0.6%	+$174K	3.1%	8
2025 Q3	$31.3M	Buy	625,914 +5,241	+0.8%	+$258K	3.15%	8
2025 Q2	$30.4M	Buy	620,673 +536,112	+634%	+$26.2M	3.3%	9
2025 Q1	$4.2M	Buy	+84,561	New	+$4.23M	0.76%	17

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return