GWWM
VTEB icon

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

Great Waters 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 		$2.87M Sell
56,704
-395
-0.7% -$19.8K 0.27% 18
2026
Q1 		$2.85M Buy
57,099
+1,395
+3% +$70.4K 0.3% 18
2025
Q4 		$2.8M Sell
55,704
-2,494
-4% -$125K 0.31% 18
2025
Q3 		$2.91M Sell
58,198
-1,091
-2% -$53.6K 0.34% 18
2025
Q2 		$2.91M Sell
59,289
-1,186
-2% -$57.9K 0.38% 18
2025
Q1 		$3M Sell
60,475
-7,436
-11% -$372K 0.42% 18
2024
Q4 		$3.4M Sell
67,911
-2,614
-4% -$132K 0.44% 16
2024
Q3 		$3.61M Sell
70,525
-1,619
-2% -$82K 0.49% 16
2024
Q2 		$3.62M Buy
72,144
+917
+1% +$45.9K 0.55% 16
2024
Q1 		$3.6M Sell
71,227
-19,553
-22% -$991K 0.59% 16
2023
Q4 		$4.63M Sell
90,780
-4,943
-5% -$242K 0.82% 15
2023
Q3 		$4.55M Sell
95,723
-398
-0.4% -$19.7K 0.9% 15
2023
Q2 		$4.83M Sell
96,121
-1,146
-1% -$57.6K 0.96% 15
2023
Q1 		$4.89M Sell
97,267
-2,616
-3% -$131K 1.03% 15
2022
Q4 		$5.08M Buy
+99,883
New +$4.88M 1.09% 15

Other funds holding VTEB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
BBNB
Baker Boyer National Bank Walla Walla, Washington $364M AUM 19.26% 1-Year Est. Return

Great Waters Wealth Management's VTEB Position: Q2 2026 in Review

Great Waters Wealth Management reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.69% in Q2 2026, selling an estimated $19.8K and leaving 56,704 shares worth $2.87M. The position accounts for 0.27% of the portfolio, ranked #18.

Great Waters Wealth Management first reported a position in VTEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.08M in Q4 2022. 668 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Great Waters Wealth Management held 56,704 shares of Vanguard Tax-Exempt Bond Index Fund worth $2.87M as of Q2 2026.
  • Great Waters Wealth Management sold 395 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $19.8K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.27% of Great Waters Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Great Waters Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2022 and has held it in 15 quarters since.
  • Great Waters Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.08M in Q4 2022.
  • 668 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.