GFPC
VTEB icon

Global Financial Private Client’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Global Financial Private Client’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 		$302K Hold
5,968
– – 0.08% 210
2026
Q1 		$298K Hold
5,968
– – 0.1% 202
2025
Q4 		$300K Hold
5,968
– – 0.11% 190
2025
Q3 		$299K Hold
5,968
– – 0.11% 194
2025
Q2 		$293K Hold
5,968
– – 0.11% 183
2025
Q1 		$296K Hold
5,968
– – 0.11% 173
2024
Q4 		$299K Sell
5,968
-1,900
-24% -$96.1K 0.11% 169
2024
Q3 		$402K Sell
7,868
-305
-4% -$15.5K 0.16% 146
2024
Q2 		$410K Sell
8,173
-9,445
-54% -$473K 0.17% 138
2024
Q1 		$887K Buy
17,618
+68
+0.4% +$3.45K 0.38% 75
2023
Q4 		$896K Buy
17,550
+11,328
+182% +$555K 0.42% 66
2023
Q3 		$297K Buy
6,222
+3,377
+119% +$167K 0.15% 135
2023
Q2 		$143K Buy
2,845
+2,557
+888% +$128K 0.07% 192
2023
Q1 		$14.6K Hold
288
– – 0.01% 407
2022
Q4 		$14.3K Hold
288
– – 0.01% 386
2022
Q3 		$13.9K Hold
288
– – 0.01% 380
2022
Q2 		$14.4K Hold
288
– – 0.01% 369
2022
Q1 		$14.8K Hold
288
– – 0.01% 369
2021
Q4 		$15.8K Hold
288
– – 0.01% 357
2021
Q3 		$15.8K Hold
288
– – 0.01% 315
2021
Q2 		$15.9K Hold
288
– – 0.01% 318
2021
Q1 		$15.7K Hold
288
– – 0.01% 286
2020
Q4 		$15.9K Buy
288
+286
+14,300% +$15.6K 0.01% 279
2020
Q3 		$109 Buy
+2
New +$109 ﹤0.01% 459

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
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

Global Financial Private Client's VTEB Position: Q2 2026 in Review

Global Financial Private Client held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q2 2026 at 5,968 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #210.

Global Financial Private Client first reported a position in VTEB in Q3 2020 and has held it in 24 quarters since. The position peaked at $896K in Q4 2023. 740 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Global Financial Private Client held 5,968 shares of Vanguard Tax-Exempt Bond Index Fund worth $302K as of Q2 2026.
  • Global Financial Private Client left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.08% of Global Financial Private Client's portfolio in Q2 2026, its #210 holding.
  • Global Financial Private Client first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 24 quarters since.
  • Global Financial Private Client's Vanguard Tax-Exempt Bond Index Fund position peaked at $896K in Q4 2023.
  • 740 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.