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Global Wealth Management Investment Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Global Wealth Management Investment Advisory’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 		$454K Buy
8,977
+2,439
+37% +$123K 0.06% 123
2026
Q1 		$326K Sell
6,538
-5,666
-46% -$286K 0.05% 126
2025
Q4 		$614K Buy
12,204
+1,070
+10% +$53.8K 0.1% 117
2025
Q3 		$557K Buy
11,134
+2,457
+28% +$121K 0.09% 121
2025
Q2 		$425K Buy
8,677
+226
+3% +$11K 0.08% 121
2025
Q1 		$419K Sell
8,451
-21
-0.2% -$1.05K 0.08% 117
2024
Q4 		$425K Buy
8,472
+2,444
+41% +$124K 0.09% 118
2024
Q3 		$308K Hold
6,028
– – 0.07% 123
2024
Q2 		$302K Buy
6,028
+34
+0.6% +$1.7K 0.07% 122
2024
Q1 		$303K Sell
5,994
-6,899
-54% -$350K 0.07% 121
2023
Q4 		$658K Hold
12,893
– – 0.17% 101
2023
Q3 		$620K Hold
12,893
– – 0.17% 102
2023
Q2 		$647K Buy
12,893
+15
+0.1% +$754 0.18% 102
2023
Q1 		$652K Hold
12,878
– – 0.2% 99
2022
Q4 		$637K Buy
12,878
+769
+6% +$37.6K 0.21% 95
2022
Q3 		$583K Hold
12,109
– – 0.21% 97
2022
Q2 		$604K Buy
12,109
+321
+3% +$16.1K 0.2% 95
2022
Q1 		$608K Buy
11,788
+268
+2% +$14.3K 0.18% 98
2021
Q4 		$633K Hold
11,520
– – 0.19% 97
2021
Q3 		$631K Buy
11,520
+543
+5% +$30K 0.2% 93
2021
Q2 		$607K Hold
10,977
– – 0.2% 92
2021
Q1 		$600K Buy
10,977
+5,139
+88% +$282K 0.22% 89
2020
Q4 		$322K Hold
5,838
– – 0.12% 102
2020
Q3 		$318K Buy
+5,838
New +$319K 0.14% 96
2020
Q1 		– Sell
-333
Closed -$18K – 672
2019
Q4 		$18K Buy
+333
New +$17.8K 0.01% 279

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 Wealth Management Investment Advisory's VTEB Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 37% in Q2 2026, buying an estimated $123K and bringing the position to 8,977 shares worth $454K. The position accounts for 0.06% of the portfolio, ranked #123.

Global Wealth Management Investment Advisory first reported a position in VTEB in Q4 2019 and has held it in 25 quarters since. The position peaked at $658K in Q4 2023. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Global Wealth Management Investment Advisory held 8,977 shares of Vanguard Tax-Exempt Bond Index Fund worth $454K as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 2,439 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $123K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.06% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #123 holding.
  • Global Wealth Management Investment Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 25 quarters since.
  • Global Wealth Management Investment Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $658K in Q4 2023.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.