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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
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 $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goodman Advisory Group's VTEB Position: Q2 2026 in Review

Goodman Advisory Group reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.5% in Q2 2026, selling an estimated $633K and leaving 119,766 shares worth $6.06M. The position accounts for 1.39% of the portfolio, ranked #23.

Goodman Advisory Group first reported a position in VTEB in Q4 2021 and has held it in 17 quarters since. The position peaked at $18.7M in Q1 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Goodman Advisory Group held 119,766 shares of Vanguard Tax-Exempt Bond Index Fund worth $6.06M as of Q2 2026.
  • Goodman Advisory Group sold 12,605 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $633K.
  • Vanguard Tax-Exempt Bond Index Fund made up 1.39% of Goodman Advisory Group's portfolio in Q2 2026, its #23 holding.
  • Goodman Advisory Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 17 quarters since.
  • Goodman Advisory Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $18.7M in Q1 2024.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.