Golden State Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Golden State Wealth Management’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	$54.5K	Buy	1,077 +402	+60%	+$20.2K	0.01%	705
2026 Q1	$33.7K	Sell	675 -5,055	-88%	-$255K	﹤0.01%	786
2025 Q4	$288K	Buy	5,730 +2	+0%	+$101	0.03%	331
2025 Q3	$287K	Buy	5,728 +518	+10%	+$25.5K	0.03%	320
2025 Q2	$255K	Sell	5,210 -1,642	-24%	-$80.2K	0.03%	325
2025 Q1	$340K	Sell	6,852 -872	-11%	-$43.6K	0.05%	275
2024 Q4	$387K	Buy	+7,724	New	+$390K	0.06%	231
2019 Q3	–	Sell	-10,173	Closed	-$539K	–	1146
2019 Q2	$539K	Sell	10,173 -202	-2%	-$10.6K	0.17%	112
2019 Q1	$541K	Buy	+10,375	New	+$533K	0.18%	110

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 Wealth Management's VTEB Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 60% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,077 shares worth $54.5K. The position accounts for 0.01% of the portfolio, ranked #705.

Golden State Wealth Management first reported a position in VTEB in Q1 2019 and has held it in 9 quarters since. The position peaked at $541K in Q1 2019. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Golden State Wealth Management held 1,077 shares of Vanguard Tax-Exempt Bond Index Fund worth $54.5K as of Q2 2026.
Golden State Wealth Management bought 402 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $20.2K.
Vanguard Tax-Exempt Bond Index Fund made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #705 holding.
Golden State Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2019 and has held it in 9 quarters since.
Golden State Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $541K in Q1 2019.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.