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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
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 $1.56T 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

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

Goodman Advisory Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1% in Q1 2026, selling an estimated $69.1K and leaving 132,371 shares worth $6.6M. The position accounts for 1.71% of the portfolio, ranked #20.

Goodman Advisory Group first reported a position in VTEB in Q4 2021 and has held it in 16 quarters since. The position peaked at $18.7M in Q1 2024. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Goodman Advisory Group held 132,371 shares of Vanguard Tax-Exempt Bond Index Fund worth $6.6M as of Q1 2026.
  • Goodman Advisory Group sold 1,369 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $69.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.71% of Goodman Advisory Group's portfolio in Q1 2026, its #20 holding.
  • Goodman Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 16 quarters since.
  • Goodman Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $18.7M in Q1 2024.
  • 1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.