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Golden State Equity Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Golden State Equity Partners’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 		$1.44M Buy
28,769
+7,818
+37% +$395K 0.11% 209
2025
Q4 		$1.05M Buy
20,951
+3,719
+22% +$187K 0.17% 137
2025
Q3 		$863K Buy
17,232
+2,096
+14% +$103K 0.15% 167
2025
Q2 		$742K Buy
15,136
+993
+7% +$48.5K 0.14% 181
2025
Q1 		$702K Buy
14,143
+650
+5% +$32.5K 0.14% 180
2024
Q4 		$676K Buy
13,493
+2,374
+21% +$120K 0.13% 185
2024
Q3 		$568K Buy
11,119
+6,054
+120% +$307K 0.3% 68
2024
Q2 		$254K Buy
+5,065
New +$253K 0.05% 346

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Golden State Equity Partners's VTEB Position: Q1 2026 in Review

Golden State Equity Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 37% in Q1 2026, buying an estimated $395K and bringing the position to 28,769 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #209.

Golden State Equity Partners first reported a position in VTEB in Q2 2024 and has held it in 8 quarters since. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Golden State Equity Partners held 28,769 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.44M as of Q1 2026.
  • Golden State Equity Partners bought 7,818 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $395K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Golden State Equity Partners's portfolio in Q1 2026, its #209 holding.
  • Golden State Equity Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and has held it in 8 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.