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 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 $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gutierrez Wealth Advisory's VTEB Position: Q1 2026 in Review

Gutierrez Wealth Advisory increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 9.7% in Q1 2026, buying an estimated $665K and bringing the position to 149,224 shares worth $7.44M. The position accounts for 4.63% of the portfolio, ranked #10.

Gutierrez Wealth Advisory first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Gutierrez Wealth Advisory held 149,224 shares of Vanguard Tax-Exempt Bond Index Fund worth $7.44M as of Q1 2026.
Gutierrez Wealth Advisory bought 13,167 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $665K.
Vanguard Tax-Exempt Bond Index Fund made up 4.63% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #10 holding.
Gutierrez Wealth Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.