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 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Global Strategic Investment Solutions's VTEB Position: Q2 2026 in Review

Global Strategic Investment Solutions increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 11% in Q2 2026, buying an estimated $4.2M and bringing the position to 854,509 shares worth $43.2M. The position accounts for 3.83% of the portfolio, ranked #7.

Global Strategic Investment Solutions first reported a position in VTEB in Q3 2023 and has held it in 12 quarters since. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Global Strategic Investment Solutions held 854,509 shares of Vanguard Tax-Exempt Bond Index Fund worth $43.2M as of Q2 2026.
Global Strategic Investment Solutions bought 83,592 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.2M.
Vanguard Tax-Exempt Bond Index Fund made up 3.83% of Global Strategic Investment Solutions's portfolio in Q2 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 12 quarters since.
983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.