GRP
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Global Retirement Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Global Retirement Partners’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 		$7.32M Buy
+144,730
New +$7.27M 0.11% 188
2025
Q4 		$6.16M Buy
122,420
+92,749
+313% +$4.67M 0.11% 178
2025
Q3 		$1.49M Sell
29,671
-1,368
-4% -$67.2K 0.03% 426
2025
Q2 		$1.52M Buy
+31,039
New +$1.52M 0.04% 396
2024
Q4 		$1.79M Sell
35,699
-16,717
-32% -$845K 0.05% 324
2024
Q3 		$2.68M Sell
52,416
-4,909
-9% -$249K 0.08% 234
2024
Q2 		$2.87M Buy
57,325
+18,616
+48% +$931K 0.09% 212
2024
Q1 		$1.96M Buy
38,709
+875
+2% +$44.4K 0.07% 242
2023
Q4 		$1.92M Buy
37,834
+5,157
+16% +$253K 0.08% 229
2023
Q3 		$1.56M Sell
32,677
-3,922
-11% -$194K 0.08% 226
2023
Q2 		$1.84M Sell
36,599
-2,501
-6% -$126K 0.09% 212
2023
Q1 		$1.97M Buy
39,100
+25,047
+178% +$1.26M 0.1% 195
2022
Q4 		$695K Buy
14,053
+3,050
+28% +$149K 0.05% 315
2022
Q3 		$523K Sell
11,003
-246
-2% -$12.3K 0.04% 356
2022
Q2 		$562K Sell
11,249
-965
-8% -$48.4K 0.05% 344
2022
Q1 		$611K Buy
+12,214
New +$650K 0.05% 327
2021
Q4 		– Sell
-14,258
Closed -$781K – 1775
2021
Q3 		$781K Buy
14,258
+14,126
+10,702% +$781K 0.08% 219
2021
Q2 		$7K Buy
132
+110
+500% +$6.06K ﹤0.01% 1498
2021
Q1 		$1K Hold
22
– – ﹤0.01% 1746
2020
Q4 		$1K Hold
22
– – ﹤0.01% 1703
2020
Q3 		$1K Sell
22
-3,090
-99% -$169K ﹤0.01% 1595
2020
Q2 		$168K Buy
+3,112
New +$166K 0.03% 386
2019
Q4 		– Sell
-5,799
Closed -$311K – 1711
2019
Q3 		$311K Buy
5,799
+1,383
+31% +$74.1K 0.05% 291
2019
Q2 		$234K Buy
4,416
+1,355
+44% +$71.2K 0.04% 321
2019
Q1 		$160K Buy
3,061
+1,267
+71% +$65.1K 0.04% 331
2018
Q4 		$92K Buy
1,794
+404
+29% +$20.4K 0.02% 395
2018
Q3 		$70K Buy
1,390
+655
+89% +$33.3K 0.02% 487
2018
Q2 		$37K Buy
735
+126
+21% +$6.39K 0.01% 619
2018
Q1 		$31K Buy
+609
New +$31K 0.01% 649

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

Global Retirement Partners's VTEB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 144,730 shares worth $7.32M. The stake represents 0.11% of the portfolio and ranks #188 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VTEB as recently as Q4 2025.

Global Retirement Partners first reported a position in VTEB in Q1 2018 and has held it in 29 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Global Retirement Partners held 144,730 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.32M as of Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Global Retirement Partners position in Q2 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Global Retirement Partners's portfolio in Q2 2026, its #188 holding.
  • Global Retirement Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2018 and has held it in 29 quarters since.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.