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

Greykasell Wealth Strategies’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 		$7.02K Buy
139
+1
+0.7% +$50 ﹤0.01% 409
2026
Q1 		$6.87K Sell
138
-78
-36% -$3.94K ﹤0.01% 443
2025
Q4 		$10.9K Buy
+216
New +$10.9K ﹤0.01% 355

Other funds holding VTEB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greykasell Wealth Strategies's VTEB Position: Q2 2026 in Review

Greykasell Wealth Strategies increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.72% in Q2 2026, buying an estimated $50 and bringing the position to 139 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Greykasell Wealth Strategies first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.9K in Q4 2025. 1,113 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Greykasell Wealth Strategies held 139 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.02K as of Q2 2026.
  • Greykasell Wealth Strategies bought 1 Vanguard Tax-Exempt Bond Index Fund share in Q2 2026, an estimated $50.
  • Vanguard Tax-Exempt Bond Index Fund made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #409 holding.
  • Greykasell Wealth Strategies first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
  • Greykasell Wealth Strategies's Vanguard Tax-Exempt Bond Index Fund position peaked at $10.9K in Q4 2025.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

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