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Kelleher Financial Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Kelleher Financial Advisors’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 		– Sell
-1,036
Closed -$50.8K – 921
2026
Q1 		$50.8K Buy
+1,036
New +$52.3K 0.01% 372

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

Kelleher Financial Advisors's VTEB Position: Q2 2026 in Review

Kelleher Financial Advisors sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 1,036 shares — an estimated $50.8K sold.

Kelleher Financial Advisors first reported a position in VTEB in Q1 2026 and held it in 1 quarter. The position peaked at $50.8K in Q1 2026. 1,399 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Kelleher Financial Advisors reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 1,036 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $50.8K.
  • Kelleher Financial Advisors first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2026 and held it in 1 quarter.
  • Kelleher Financial Advisors's Vanguard Tax-Exempt Bond Index Fund position peaked at $50.8K in Q1 2026.
  • 1,399 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.