GM Advisory Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

GM Advisory Group’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 Q1	$211K	Buy	+4,219	New	+$213K	0.01%	346
2020 Q3	–	Sell	-7,085	Closed	-$384K	–	185
2020 Q2	$384K	Buy	+7,085	New	+$377K	0.07%	119

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GM Advisory Group's VTEB Position: Q1 2026 in Review

GM Advisory Group opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q1 2026: 4,219 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: GM Advisory Group previously reported a position in VTEB as recently as Q2 2020.

GM Advisory Group first reported a position in VTEB in Q2 2020 and has held it in 2 quarters since. The position peaked at $384K in Q2 2020. 1,352 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

GM Advisory Group held 4,219 shares of Vanguard Tax-Exempt Bond Index Fund worth $211K as of Q1 2026.
Vanguard Tax-Exempt Bond Index Fund was a new GM Advisory Group position in Q1 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of GM Advisory Group's portfolio in Q1 2026, its #346 holding.
GM Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2020 and has held it in 2 quarters since.
GM Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $384K in Q2 2020.
1,352 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.