Goodman Advisory Group
VTEB icon

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

Goodman 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
Q3 		$3.87M Sell
81,744
-38,022
-32% -$1.87M 0.88% 35
2026
Q2 		$6.06M Sell
119,766
-12,605
-10% -$633K 1.39% 23
2026
Q1 		$6.6M Sell
132,371
-1,369
-1% -$69.1K 1.71% 20
2025
Q4 		$6.73M Sell
133,740
-1,391
-1% -$70K 1.66% 25
2025
Q3 		$6.77M Buy
135,131
+8,912
+7% +$438K 1.68% 27
2025
Q2 		$6.19M Sell
126,219
-178,887
-59% -$8.74M 2.1% 18
2025
Q1 		$15.1M Sell
305,106
-39,002
-11% -$1.95M 4.62% 5
2024
Q4 		$17.3M Buy
344,108
+17,685
+5% +$894K 5.09% 5
2024
Q3 		$16.7M Sell
326,423
-3,301
-1% -$167K 4.76% 5
2024
Q2 		$16.5M Sell
329,724
-39,136
-11% -$1.96M 4.94% 5
2024
Q1 		$18.7M Buy
368,860
+144,937
+65% +$7.35M 5.92% 3
2023
Q4 		$11.4M Buy
223,923
+107,352
+92% +$5.26M 3.89% 6
2023
Q3 		$5.61M Buy
116,571
+85,089
+270% +$4.22M 2.09% 18
2023
Q2 		$1.58M Sell
31,482
-8,613
-21% -$433K 0.59% 38
2023
Q1 		$2.03M Buy
40,095
+11,644
+41% +$585K 1.11% 25
2022
Q4 		$1.41M Buy
+28,451
New +$1.39M 0.82% 27
2022
Q2 		– Sell
-57,621
Closed -$2.97M – 188
2022
Q1 		$2.97M Buy
57,621
+46,819
+433% +$2.49M 1.03% 29
2021
Q4 		$593K Buy
+10,802
New +$592K 0.2% 49

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Goodman Advisory Group's VTEB Position: Q3 2026 in Review

Goodman Advisory Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 32% in Q3 2026, selling an estimated $1.87M and leaving 81,744 shares worth $3.87M. The position accounts for 0.88% of the portfolio, ranked #35.

Goodman Advisory Group first reported a position in VTEB in Q4 2021 and has held it in 18 quarters since. The position peaked at $18.7M in Q1 2024. 1,092 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • Goodman Advisory Group held 81,744 shares of Vanguard Tax-Exempt Bond Index Fund worth $3.87M as of Q3 2026.
  • Goodman Advisory Group sold 38,022 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $1.87M.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.88% of Goodman Advisory Group's portfolio in Q3 2026, its #35 holding.
  • Goodman Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 18 quarters since.
  • Goodman Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $18.7M in Q1 2024.
  • 1,092 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Goodman Advisory Group's 13F filing for Q3 2026, filed 2 Nov 2026.