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 Q2	–	Sell	-28,769	Closed	-$1.44M	–	1720
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	Sell	13,493 -3,953	-23%	-$200K	0.13%	185
2024 Q3	$892K	Buy	17,446 +12,381	+244%	+$627K	0.14%	163
2024 Q2	$254K	Buy	+5,065	New	+$253K	0.05%	346

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Golden State Equity Partners's VTEB Position: Q2 2026 in Review

Golden State Equity Partners sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 28,769 shares — an estimated $1.44M sold.

Golden State Equity Partners first reported a position in VTEB in Q2 2024 and held it in 8 quarters. The position peaked at $1.44M in Q1 2026. 1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Golden State Equity Partners reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 28,769 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $1.44M.
Golden State Equity Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2024 and held it in 8 quarters.
Golden State Equity Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.44M in Q1 2026.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.