Kachkovsky & Fisher Inc’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Kachkovsky & Fisher Inc’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	$226K	Buy	+4,459	New	+$224K	0.22%	59

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kachkovsky & Fisher Inc's VTEB Position: Q2 2026 in Review

Kachkovsky & Fisher Inc opened a new position in Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026: 4,459 shares worth $226K. The stake represents 0.22% of the portfolio and ranks #59 among its holdings.

1,408 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Kachkovsky & Fisher Inc held 4,459 shares of Vanguard Tax-Exempt Bond Index Fund worth $226K as of Q2 2026.
Vanguard Tax-Exempt Bond Index Fund was a new Kachkovsky & Fisher Inc position in Q2 2026.
Vanguard Tax-Exempt Bond Index Fund made up 0.22% of Kachkovsky & Fisher Inc's portfolio in Q2 2026, its #59 holding.
1,408 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Kachkovsky & Fisher Inc's 13F filing for Q2 2026, filed 8 Sep 2026.