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
Q2 		$4.04M Sell
79,932
-3,406
-4% -$171K 0.53% 31
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 $1.81T 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

Kelman-Lazarov Inc's VTEB Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 4.1% in Q2 2026, selling an estimated $171K and leaving 79,932 shares worth $4.04M. The position accounts for 0.53% of the portfolio, ranked #31.

Kelman-Lazarov Inc first reported a position in VTEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.9M in Q2 2022. 1,407 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Kelman-Lazarov Inc held 79,932 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.04M as of Q2 2026.
  • Kelman-Lazarov Inc sold 3,406 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $171K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.53% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #31 holding.
  • Kelman-Lazarov Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and has held it in 17 quarters since.
  • Kelman-Lazarov Inc's Vanguard Tax-Exempt Bond Index Fund position peaked at $10.9M in Q2 2022.
  • 1,407 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.