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Global Strategic Investment Solutions’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Global Strategic Investment Solutions’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
Q3 		$43.9M Buy
926,218
+71,709
+8% +$3.54M 3.86% 7
2026
Q2 		$43.2M Buy
854,509
+83,592
+11% +$4.2M 3.83% 7
2026
Q1 		$38.5M Buy
770,917
+78,827
+11% +$3.98M 3.75% 8
2025
Q4 		$34.8M Buy
692,090
+93,438
+16% +$4.7M 3.4% 8
2025
Q3 		$30M Buy
598,652
+27,378
+5% +$1.35M 2.99% 11
2025
Q2 		$28M Buy
571,274
+491,333
+615% +$24M 2.99% 10
2025
Q1 		$3.97M Buy
79,941
+5,844
+8% +$292K 0.46% 36
2024
Q4 		$3.71M Buy
74,097
+32,394
+78% +$1.64M 0.43% 40
2024
Q3 		$2.13M Buy
41,703
+77
+0.2% +$3.9K 0.25% 48
2024
Q2 		$2.09M Buy
41,626
+18,941
+83% +$948K 0.25% 49
2024
Q1 		$1.15M Buy
22,685
+10,624
+88% +$539K 0.13% 68
2023
Q4 		$616K Sell
12,061
-403,075
-97% -$19.8M 0.08% 81
2023
Q3 		$20M Buy
+415,136
New +$20.6M 2.57% 11

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LHP
Lexington Hill Partners Dallas, Texas $227M AUM 11.05% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Global Strategic Investment Solutions's VTEB Position: Q3 2026 in Review

Global Strategic Investment Solutions increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 8.4% in Q3 2026, buying an estimated $3.54M and bringing the position to 926,218 shares worth $43.9M. The position accounts for 3.86% of the portfolio, ranked #7.

Global Strategic Investment Solutions first reported a position in VTEB in Q3 2023 and has held it in 13 quarters since. 281 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Global Strategic Investment Solutions held 926,218 shares of Vanguard Tax-Exempt Bond Index Fund worth $43.9M as of Q3 2026.
  • Global Strategic Investment Solutions bought 71,709 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $3.54M.
  • Vanguard Tax-Exempt Bond Index Fund made up 3.86% of Global Strategic Investment Solutions's portfolio in Q3 2026, its #7 holding.
  • Global Strategic Investment Solutions first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2023 and has held it in 13 quarters since.
  • 281 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q3 2026, filed 16 Oct 2026.