Jackson Grant Investment Advisers’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Jackson Grant Investment Advisers’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	$665K	Sell	13,139 -134	-1%	-$6.73K	0.21%	69
2026 Q1	$662K	Buy	13,273 +591	+5%	+$29.8K	0.22%	69
2025 Q4	$638K	Buy	12,682 +4	+0%	+$201	0.21%	67
2025 Q3	$635K	Sell	12,678 -585	-4%	-$28.8K	0.21%	65
2025 Q2	$650K	Sell	13,263 -997	-7%	-$48.7K	0.24%	57
2025 Q1	$708K	Buy	14,260 +12,096	+559%	+$605K	0.27%	54
2024 Q4	$108K	Sell	2,164 -18,784	-90%	-$950K	0.04%	138
2024 Q3	$1.07M	Sell	20,948 -2,243	-10%	-$114K	0.4%	40
2024 Q2	$1.16M	Sell	23,191 -201	-0.9%	-$10.1K	0.47%	37
2024 Q1	$1.18M	Buy	23,392 +3,151	+16%	+$160K	0.49%	37
2023 Q4	$1.03M	Sell	20,241 -6,663	-25%	-$327K	0.46%	37
2023 Q3	$1.29M	Buy	26,904 +357	+1%	+$17.7K	0.62%	30
2023 Q2	$1.33M	Sell	26,547 -309	-1%	-$15.5K	0.62%	30
2023 Q1	$1.36M	Buy	26,856 +7,602	+39%	+$382K	0.64%	27
2022 Q4	$953K	Sell	19,254 -7,180	-27%	-$351K	0.46%	38
2022 Q3	$1.27M	Buy	26,434 +117	+0.4%	+$5.85K	0.67%	26
2022 Q2	$1.31M	Buy	26,317 +1,002	+4%	+$50.2K	0.65%	26
2022 Q1	$1.3M	Buy	+25,315	New	+$1.35M	0.55%	30
2021 Q4	–	Sell	-23,105	Closed	-$1.26M	–	333
2021 Q3	$1.26M	Buy	23,105 +751	+3%	+$41.5K	0.56%	28
2021 Q2	$1.24M	Sell	22,354 -4,743	-18%	-$261K	0.54%	30
2021 Q1	$1.48M	Buy	27,097 +158	+0.6%	+$8.68K	0.68%	28
2020 Q4	$1.49M	Buy	26,939 +4,027	+18%	+$220K	0.76%	24
2020 Q3	$1.25M	Buy	22,912 +2,505	+12%	+$137K	0.75%	23
2020 Q2	$1.1M	Buy	20,407 +113	+0.6%	+$6.02K	0.7%	24
2020 Q1	$1.07M	Buy	20,294 +1,635	+9%	+$87.5K	0.79%	23
2019 Q4	$999K	Buy	18,659 +3,530	+23%	+$189K	0.54%	31
2019 Q3	$811K	Buy	15,129 +4,016	+36%	+$215K	0.46%	35
2019 Q2	$590K	Buy	+11,113	New	+$584K	0.34%	46

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

Jackson Grant Investment Advisers's VTEB Position: Q2 2026 in Review

Jackson Grant Investment Advisers reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 1% in Q2 2026, selling an estimated $6.73K and leaving 13,139 shares worth $665K. The position accounts for 0.21% of the portfolio, ranked #69.

Jackson Grant Investment Advisers first reported a position in VTEB in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.49M in Q4 2020. 735 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Jackson Grant Investment Advisers held 13,139 shares of Vanguard Tax-Exempt Bond Index Fund worth $665K as of Q2 2026.
Jackson Grant Investment Advisers sold 134 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $6.73K.
Vanguard Tax-Exempt Bond Index Fund made up 0.21% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #69 holding.
Jackson Grant Investment Advisers first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and has held it in 28 quarters since.
Jackson Grant Investment Advisers's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.49M in Q4 2020.
735 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.