KP
VTEB icon

Keel Point’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Keel Point’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
Q1 		$302K Buy
6,060
+17
+0.3% +$858 0.02% 352
2025
Q4 		$304K Hold
6,043
– – 0.02% 409
2025
Q3 		$303K Sell
6,043
-1,825
-23% -$89.7K 0.02% 407
2025
Q2 		$386K Sell
7,868
-1,860
-19% -$90.9K 0.03% 355
2025
Q1 		$483K Sell
9,728
-105
-1% -$5.25K 0.04% 261
2024
Q4 		$493K Sell
9,833
-87
-0.9% -$4.4K 0.04% 244
2024
Q3 		$507K Hold
9,920
– – 0.04% 237
2024
Q2 		$503K Sell
9,920
-207
-2% -$10.4K 0.05% 225
2024
Q1 		$512K Buy
10,127
+3,169
+46% +$161K 0.05% 195
2023
Q4 		$355K Sell
6,958
-1,966
-22% -$96.4K 0.04% 234
2023
Q3 		$429K Buy
8,924
+345
+4% +$17.1K 0.06% 181
2023
Q2 		$431K Buy
+8,579
New +$431K 0.06% 189

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keel Point's VTEB Position: Q1 2026 in Review

Keel Point increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.28% in Q1 2026, buying an estimated $858 and bringing the position to 6,060 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #352.

Keel Point first reported a position in VTEB in Q2 2023 and has held it in 12 quarters since. The position peaked at $512K in Q1 2024. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Keel Point held 6,060 shares of Vanguard Tax-Exempt Bond Index Fund worth $302K as of Q1 2026.
  • Keel Point bought 17 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $858.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.02% of Keel Point's portfolio in Q1 2026, its #352 holding.
  • Keel Point first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 12 quarters since.
  • Keel Point's Vanguard Tax-Exempt Bond Index Fund position peaked at $512K in Q1 2024.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.