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 Q2	$824K	Buy	16,301 +1,056	+7%	+$53.1K	0.29%	21
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 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

Keener Financial Planning's VTEB Position: Q2 2026 in Review

Keener Financial Planning increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 6.9% in Q2 2026, buying an estimated $53.1K and bringing the position to 16,301 shares worth $824K. The position accounts for 0.29% of the portfolio, ranked #21.

Keener Financial Planning first reported a position in VTEB in Q4 2023 and has held it in 11 quarters since. The position peaked at $885K in Q3 2025. 1,405 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Keener Financial Planning held 16,301 shares of Vanguard Tax-Exempt Bond Index Fund worth $824K as of Q2 2026.
Keener Financial Planning bought 1,056 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $53.1K.
Vanguard Tax-Exempt Bond Index Fund made up 0.29% of Keener Financial Planning's portfolio in Q2 2026, its #21 holding.
Keener Financial Planning first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2023 and has held it in 11 quarters since.
Keener Financial Planning's Vanguard Tax-Exempt Bond Index Fund position peaked at $885K in Q3 2025.
1,405 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.