KLI
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Kelman-Lazarov Inc’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Kelman-Lazarov Inc’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 		$4.16M Buy
83,338
+3,085
+4% +$156K 0.6% 26
2025
Q4 		$4.04M Buy
80,253
+1,479
+2% +$74.4K 0.58% 28
2025
Q3 		$3.94M Sell
78,774
-5,781
-7% -$284K 0.58% 27
2025
Q2 		$4.15M Sell
84,555
-15,104
-15% -$738K 0.67% 24
2025
Q1 		$4.95M Buy
99,659
+13,948
+16% +$698K 0.9% 22
2024
Q4 		$4.3M Sell
85,711
-8,297
-9% -$419K 0.77% 25
2024
Q3 		$4.81M Sell
94,008
-85
-0.1% -$4.31K 0.83% 23
2024
Q2 		$4.71M Sell
94,093
-596
-0.6% -$29.8K 0.88% 22
2024
Q1 		$4.79M Buy
94,689
+5,777
+6% +$293K 0.94% 21
2023
Q4 		$4.54M Sell
88,912
-28,086
-24% -$1.38M 0.98% 20
2023
Q3 		$5.63M Buy
116,998
+8,908
+8% +$441K 1.33% 17
2023
Q2 		$5.43M Buy
108,090
+596
+0.6% +$29.9K 1.31% 16
2023
Q1 		$5.45M Sell
107,494
-6,948
-6% -$349K 1.41% 16
2022
Q4 		$5.66M Sell
114,442
-13,023
-10% -$637K 1.59% 16
2022
Q3 		$6.14M Sell
127,465
-90,388
-41% -$4.52M 2.09% 13
2022
Q2 		$10.9M Buy
+217,853
New +$10.9M 3.67% 10

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

Kelman-Lazarov Inc's VTEB Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.8% in Q1 2026, buying an estimated $156K and bringing the position to 83,338 shares worth $4.16M. The position accounts for 0.6% of the portfolio, ranked #26.

Kelman-Lazarov Inc first reported a position in VTEB in Q2 2022 and has held it in 16 quarters since. The position peaked at $10.9M in Q2 2022. 1,347 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Kelman-Lazarov Inc held 83,338 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.16M as of Q1 2026.
  • Kelman-Lazarov Inc bought 3,085 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $156K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.6% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #26 holding.
  • Kelman-Lazarov Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 16 quarters since.
  • Kelman-Lazarov Inc's Vanguard Tax-Exempt Bond Index Fund position peaked at $10.9M in Q2 2022.
  • 1,347 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.