Princeton Global Asset Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Princeton Global Asset 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	$80K	Buy	1,581 +1	+0.1%	+$50	0.01%	316
2026 Q1	$78.8K	Hold	1,580	–	–	0.01%	304
2025 Q4	$79.4K	Buy	1,580 +1,461	+1,228%	+$73.5K	0.01%	293
2025 Q3	$5.97K	Buy	119 +1	+0.8%	+$49	﹤0.01%	605
2025 Q2	$5.8K	Buy	118 +1	+0.9%	+$49	﹤0.01%	595
2025 Q1	$5.82K	Hold	117	–	–	﹤0.01%	490
2024 Q4	$5.85K	Buy	117 +2	+2%	+$101	﹤0.01%	532
2024 Q3	$5.9K	Hold	115	–	–	﹤0.01%	535
2024 Q2	$5.74K	Buy	115 +1	+0.9%	+$50	﹤0.01%	519
2024 Q1	$5.75K	Buy	114 +1	+0.9%	+$51	﹤0.01%	478
2023 Q4	$5.78K	Buy	113 +1	+0.9%	+$49	﹤0.01%	483
2023 Q3	$5.39K	Buy	112 +1	+0.9%	+$50	﹤0.01%	461
2023 Q2	$5.58K	Buy	111 +1	+0.9%	+$50	﹤0.01%	461
2023 Q1	$5.59K	Buy	+110	New	+$5.52K	﹤0.01%	469

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

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 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

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Princeton Global Asset Management's VTEB Position: Q2 2026 in Review

Princeton Global Asset Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.06% in Q2 2026, buying an estimated $50 and bringing the position to 1,581 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #316.

Princeton Global Asset Management first reported a position in VTEB in Q1 2023 and has held it in 14 quarters since. 458 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Princeton Global Asset Management held 1,581 shares of Vanguard Tax-Exempt Bond Index Fund worth $80K as of Q2 2026.
Princeton Global Asset Management 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 Princeton Global Asset Management's portfolio in Q2 2026, its #316 holding.
Princeton Global Asset Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2023 and has held it in 14 quarters since.
458 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.