Keating Financial Advisory Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Keating Financial Advisory 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	$810K	Buy	16,013 +2,703	+20%	+$136K	0.11%	127
2026 Q1	$664K	Buy	13,310 +6,881	+107%	+$347K	0.11%	123
2025 Q4	$323K	Buy	+6,429	New	+$323K	0.04%	276

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

Keating Financial Advisory Services's VTEB Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 20% in Q2 2026, buying an estimated $136K and bringing the position to 16,013 shares worth $810K. The position accounts for 0.11% of the portfolio, ranked #127.

Keating Financial Advisory Services first reported a position in VTEB in Q4 2025 and has held it in 3 quarters since. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Keating Financial Advisory Services held 16,013 shares of Vanguard Tax-Exempt Bond Index Fund worth $810K as of Q2 2026.
Keating Financial Advisory Services bought 2,703 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $136K.
Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Keating Financial Advisory Services's portfolio in Q2 2026, its #127 holding.
Keating Financial Advisory Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2025 and has held it in 3 quarters since.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.