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

Grand 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 		$5M Buy
98,941
+15,448
+19% +$776K 2.09% 13
2026
Q1 		$4.17M Sell
83,493
-2,522
-3% -$127K 1.96% 13
2025
Q4 		$4.33M Buy
86,015
+3,723
+5% +$187K 1.96% 13
2025
Q3 		$4.12M Buy
82,292
+22,407
+37% +$1.1M 1.99% 12
2025
Q2 		$2.94M Buy
59,885
+10,395
+21% +$508K 1.51% 14
2025
Q1 		$2.46M Sell
49,490
-17,406
-26% -$871K 1.35% 14
2024
Q4 		$3.35M Buy
66,896
+15,016
+29% +$759K 1.87% 12
2024
Q3 		$2.65M Buy
51,880
+6,187
+14% +$314K 1.5% 13
2024
Q2 		$2.29M Sell
45,693
-12,355
-21% -$618K 1.36% 13
2024
Q1 		$2.94M Buy
58,048
+17,576
+43% +$891K 1.4% 15
2023
Q4 		$2.07M Buy
40,472
+1,156
+3% +$56.7K 1.12% 17
2023
Q3 		$1.89M Sell
39,316
-11,647
-23% -$577K 1.16% 18
2023
Q2 		$2.56M Buy
50,963
+4,480
+10% +$225K 1.52% 14
2023
Q1 		$2.35M Buy
46,483
+1,850
+4% +$92.9K 1.42% 16
2022
Q4 		$2.21M Buy
44,633
+10,945
+32% +$535K 1.37% 15
2022
Q3 		$1.62M Sell
33,688
-29,122
-46% -$1.46M 0.85% 20
2022
Q2 		$3.13M Sell
62,810
-21,727
-26% -$1.09M 1.59% 11
2022
Q1 		$4.36M Sell
84,537
-21,747
-20% -$1.16M 2.04% 8
2021
Q4 		$5.84M Buy
+106,284
New +$5.82M 2.62% 9

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

Grand Wealth Management's VTEB Position: Q2 2026 in Review

Grand Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 19% in Q2 2026, buying an estimated $776K and bringing the position to 98,941 shares worth $5M. The position accounts for 2.09% of the portfolio, ranked #13.

Grand Wealth Management first reported a position in VTEB in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.84M in Q4 2021. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Grand Wealth Management held 98,941 shares of Vanguard Tax-Exempt Bond Index Fund worth $5M as of Q2 2026.
  • Grand Wealth Management bought 15,448 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $776K.
  • Vanguard Tax-Exempt Bond Index Fund made up 2.09% of Grand Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Grand Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2021 and has held it in 19 quarters since.
  • Grand Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.84M in Q4 2021.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.