Christensen King & Associates Investment Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Christensen King & Associates Investment Services’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	$365K	Buy	7,208 +2,004	+39%	+$101K	0.14%	76
2026 Q1	$260K	Buy	5,204 +6	+0.1%	+$303	0.11%	90
2025 Q4	$261K	Buy	+5,198	New	+$262K	0.11%	91
2024 Q4	–	Sell	-12,727	Closed	-$651K	–	99
2024 Q3	$651K	Buy	12,727 +8	+0.1%	+$405	0.31%	46
2024 Q2	$637K	Buy	12,719 +411	+3%	+$20.6K	0.31%	47
2024 Q1	$623K	Sell	12,308 -290	-2%	-$14.7K	0.31%	47
2023 Q4	$643K	Buy	+12,598	New	+$618K	0.34%	43

Other funds holding VTEB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Christensen King & Associates Investment Services's VTEB Position: Q2 2026 in Review

Christensen King & Associates Investment Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 39% in Q2 2026, buying an estimated $101K and bringing the position to 7,208 shares worth $365K. The position accounts for 0.14% of the portfolio, ranked #76.

Christensen King & Associates Investment Services first reported a position in VTEB in Q4 2023 and has held it in 7 quarters since. The position peaked at $651K in Q3 2024. 983 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Christensen King & Associates Investment Services held 7,208 shares of Vanguard Tax-Exempt Bond Index Fund worth $365K as of Q2 2026.
Christensen King & Associates Investment Services bought 2,004 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $101K.
Vanguard Tax-Exempt Bond Index Fund made up 0.14% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #76 holding.
Christensen King & Associates Investment Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 7 quarters since.
Christensen King & Associates Investment Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $651K in Q3 2024.
983 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.