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GPS Wealth Strategies Group’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		– Sell
-150
Closed -$7.51K – 1566
2025
Q3 		$7.51K Sell
150
-850
-85% -$41.8K ﹤0.01% 1157
2025
Q2 		$49K Sell
1,000
-189
-16% -$9.23K 0.01% 641
2025
Q1 		$59K Buy
1,189
+794
+201% +$39.7K 0.01% 579
2024
Q4 		$19.8K Buy
395
+3
+0.8% +$152 ﹤0.01% 801
2024
Q3 		$20K Buy
392
+2
+0.5% +$101 ﹤0.01% 801
2024
Q2 		$19.5K Sell
390
-37
-9% -$1.85K ﹤0.01% 767
2024
Q1 		$21.6K Buy
427
+2
+0.5% +$101 ﹤0.01% 706
2023
Q4 		$21.7K Buy
425
+5
+1% +$245 ﹤0.01% 677
2023
Q3 		$20.2K Buy
420
+3
+0.7% +$149 ﹤0.01% 688
2023
Q2 		$21K Buy
417
+2
+0.5% +$100 ﹤0.01% 682
2023
Q1 		$21K Buy
+415
New +$20.8K ﹤0.01% 673
2022
Q4 		– Sell
-409
Closed -$20K – 1061
2022
Q3 		$20K Buy
409
+2
+0.5% +$100 0.01% 623
2022
Q2 		$20K Sell
407
-1,267
-76% -$63.5K 0.01% 625
2022
Q1 		$86K Buy
1,674
+5
+0.3% +$266 0.02% 334
2021
Q4 		$92K Buy
1,669
+8
+0.5% +$438 0.02% 313
2021
Q3 		$91K Buy
1,661
+7
+0.4% +$387 0.02% 300
2021
Q2 		$91K Sell
1,654
-381
-19% -$21K 0.02% 313
2021
Q1 		$111K Buy
+2,035
New +$112K 0.03% 260

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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

GPS Wealth Strategies Group's VTEB Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 150 shares — an estimated $7.51K sold.

GPS Wealth Strategies Group first reported a position in VTEB in Q1 2021 and held it in 18 quarters. The position peaked at $111K in Q1 2021. 1,312 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 150 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $7.51K.
  • GPS Wealth Strategies Group first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's Vanguard Tax-Exempt Bond Index Fund position peaked at $111K in Q1 2021.
  • 1,312 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.