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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
Q2 		$657K Buy
12,997
+6,937
+114% +$349K 0.04% 239
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 $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Keel Point's VTEB Position: Q2 2026 in Review

Keel Point increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 114% in Q2 2026, buying an estimated $349K and bringing the position to 12,997 shares worth $657K. The position accounts for 0.04% of the portfolio, ranked #239.

Keel Point first reported a position in VTEB in Q2 2023 and has held it in 13 quarters since. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Keel Point held 12,997 shares of Vanguard Tax-Exempt Bond Index Fund worth $657K as of Q2 2026.
  • Keel Point bought 6,937 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $349K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.04% of Keel Point's portfolio in Q2 2026, its #239 holding.
  • Keel Point first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2023 and has held it in 13 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.