Key Financial Inc’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Key Financial 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
2025 Q4	–	Sell	-979	Closed	-$48.9K	–	1514
2025 Q3	$48.9K	Hold	979	–	–	0.01%	525
2025 Q2	$48K	Sell	979 -5,656	-85%	-$276K	0.01%	498
2025 Q1	$329K	Buy	6,635 +2,319	+54%	+$116K	0.07%	202
2024 Q4	$216K	Hold	4,316	–	–	0.05%	245
2024 Q3	$221K	Sell	4,316 -1,315	-23%	-$66.6K	0.05%	236
2024 Q2	$282K	Hold	5,631	–	–	0.07%	200
2024 Q1	$285K	Hold	5,631	–	–	0.07%	190
2023 Q4	$287K	Hold	5,631	–	–	0.08%	181
2023 Q3	$271K	Hold	5,631	–	–	0.09%	174
2023 Q2	$283K	Hold	5,631	–	–	0.09%	170
2023 Q1	$285K	Sell	5,631 -322	-5%	-$16.2K	0.1%	158
2022 Q4	$287K	Hold	5,953	–	–	0.14%	130
2022 Q3	$287K	Hold	5,953	–	–	0.14%	132
2022 Q2	$298K	Buy	+5,953	New	+$298K	0.16%	113

Other funds holding VTEB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Key Financial Inc's VTEB Position: Q4 2025 in Review

Key Financial Inc sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2025, closing a stake of 979 shares — an estimated $48.9K sold.

Key Financial Inc first reported a position in VTEB in Q2 2022 and held it in 14 quarters. The position peaked at $329K in Q1 2025. 1,314 funds tracked by Wall St. Rank hold VTEB as of Q4 2025.

Key Financial Inc reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2025 after selling out during the quarter.
Key Financial Inc sold 979 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2025, an estimated $48.9K.
Key Financial Inc first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2022 and held it in 14 quarters.
Key Financial Inc's Vanguard Tax-Exempt Bond Index Fund position peaked at $329K in Q1 2025.
1,314 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.