GWSA
VTEB icon

Global Wealth Strategies & Associates’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Global Wealth Strategies & Associates’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 		$601K Buy
+12,701
New +$626K 0.11% 54
2025
Q1 		– Sell
-3,644
Closed -$183K – 517
2024
Q4 		$183K Hold
3,644
– – 0.06% 55
2024
Q3 		$186K Buy
3,644
+3,624
+18,120% +$184K 0.06% 47
2024
Q2 		$1K Hold
20
– – ﹤0.01% 290
2024
Q1 		$1.01K Hold
20
– – ﹤0.01% 308
2023
Q4 		$1.02K Buy
20
+8
+67% +$392 ﹤0.01% 277
2023
Q3 		$577 Hold
12
– – ﹤0.01% 297
2023
Q2 		$603 Hold
12
– – ﹤0.01% 283
2023
Q1 		$608 Sell
12
-18
-60% -$904 ﹤0.01% 305
2022
Q4 		$1.49K Buy
+30
New +$1.47K ﹤0.01% 284

Other funds holding VTEB

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Global Wealth Strategies & Associates's VTEB Position: Q3 2026 in Review

Global Wealth Strategies & Associates opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q3 2026: 12,701 shares worth $601K. The stake represents 0.11% of the portfolio and ranks #54 among its holdings. This is a return to the name: Global Wealth Strategies & Associates previously reported a position in VTEB as recently as Q4 2024.

Global Wealth Strategies & Associates first reported a position in VTEB in Q4 2022 and has held it in 10 quarters since. 11 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Global Wealth Strategies & Associates held 12,701 shares of Vanguard Tax-Exempt Bond Index Fund worth $601K as of Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund was a new Global Wealth Strategies & Associates position in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #54 holding.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 10 quarters since.
  • 11 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.