Ownership history in Gleason Group, Inc. · 5 quarters on record
This page tracks every 13F SEC filing in which Gleason Group, Inc. reported a position in VANGUARD SHORT-TERM TAX EXEMPT BD ETF (VTES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 283,444 | -20,925 | -6.9% | 2.82% | $28.8M | $101.12 |
| 2025 Q3 | REDUCED | 304,369 | -1,585 | -0.5% | 3.12% | $31.0M | $100.53 |
| 2025 Q2 | ADDED | 305,954 | +258,486 | +544.5% | 3.35% | $30.9M | $98.86 |
| 2025 Q1 | ADDED | 47,468 | +38,324 | +419.1% | 0.86% | $4.8M | $97.77 |
As of 2025 Q4 — sorted by position size