Keystone Financial Group (Georgia)’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Keystone Financial Group (Georgia)’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	-271	Closed	-$13.5K	–	133
2026 Q1	$13.5K	Buy	271 +2	+0.7%	+$101	0.01%	109
2025 Q4	$13.5K	Buy	269 +3	+1%	+$151	0.01%	112
2025 Q3	$13.3K	Sell	266 -4,138	-94%	-$203K	0.01%	108
2025 Q2	$214K	Sell	4,404 -530	-11%	-$25.9K	0.14%	57
2025 Q1	$242K	Sell	4,934 -33	-0.7%	-$1.65K	0.17%	53
2024 Q4	$249K	Buy	+4,967	New	+$251K	0.2%	57

Other funds holding VTEB

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Keystone Financial Group (Georgia)'s VTEB Position: Q2 2026 in Review

Keystone Financial Group (Georgia) sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q2 2026, closing a stake of 271 shares — an estimated $13.5K sold.

Keystone Financial Group (Georgia) first reported a position in VTEB in Q4 2024 and held it in 6 quarters. The position peaked at $249K in Q4 2024. 519 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Keystone Financial Group (Georgia) reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q2 2026 after selling out during the quarter.
Keystone Financial Group (Georgia) sold 271 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $13.5K.
Keystone Financial Group (Georgia) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and held it in 6 quarters.
Keystone Financial Group (Georgia)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $249K in Q4 2024.
519 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.