Gutierrez Wealth Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Gutierrez Wealth Advisory’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	$7.87M	Buy	155,527 +6,303	+4%	+$317K	4.55%	9
2026 Q1	$7.44M	Buy	149,224 +13,167	+10%	+$665K	4.63%	10
2025 Q4	$6.84M	Sell	136,057 -1,341	-1%	-$67.5K	4.3%	10
2025 Q3	$6.88M	Sell	137,398 -1,245	-0.9%	-$61.2K	4.4%	10
2025 Q2	$6.8M	Buy	138,643 +63,979	+86%	+$3.13M	4.56%	8
2025 Q1	$3.7M	Sell	74,664 -3,336	-4%	-$167K	3.01%	11
2024 Q4	$3.91M	Buy	+78,000	New	+$3.94M	3.23%	10

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gutierrez Wealth Advisory's VTEB Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.2% in Q2 2026, buying an estimated $317K and bringing the position to 155,527 shares worth $7.87M. The position accounts for 4.55% of the portfolio, ranked #9.

Gutierrez Wealth Advisory first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Gutierrez Wealth Advisory held 155,527 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.87M as of Q2 2026.
Gutierrez Wealth Advisory bought 6,303 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $317K.
Vanguard Tax-Exempt Bond Index Fund made up 4.55% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #9 holding.
Gutierrez Wealth Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.