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Keener Financial Planning’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Keener Financial Planning’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 		$760K Buy
15,245
+2,095
+16% +$106K 0.32% 19
2025
Q4 		$661K Sell
13,150
-4,545
-26% -$229K 0.29% 23
2025
Q3 		$885K Buy
17,695
+254
+1% +$12.5K 0.41% 16
2025
Q2 		$855K Buy
17,441
+9,814
+129% +$479K 0.43% 17
2025
Q1 		$378K Sell
7,627
-4,436
-37% -$222K 0.25% 25
2024
Q4 		$604K Buy
12,063
+760
+7% +$38.4K 0.36% 19
2024
Q3 		$577K Buy
11,303
+289
+3% +$14.6K 0.38% 20
2024
Q2 		$551K Buy
11,014
+1,301
+13% +$65.1K 0.36% 20
2024
Q1 		$492K Buy
9,713
+690
+8% +$35K 0.34% 21
2023
Q4 		$461K Buy
+9,023
New +$442K 0.36% 20

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

Keener Financial Planning's VTEB Position: Q1 2026 in Review

Keener Financial Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 16% in Q1 2026, buying an estimated $106K and bringing the position to 15,245 shares worth $760K. The position accounts for 0.32% of the portfolio, ranked #19.

Keener Financial Planning first reported a position in VTEB in Q4 2023 and has held it in 10 quarters since. The position peaked at $885K in Q3 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Keener Financial Planning held 15,245 shares of Vanguard Tax-Exempt Bond Index Fund worth $760K as of Q1 2026.
  • Keener Financial Planning bought 2,095 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $106K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.32% of Keener Financial Planning's portfolio in Q1 2026, its #19 holding.
  • Keener Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 10 quarters since.
  • Keener Financial Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $885K in Q3 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.