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

Keystone Financial Group (Kentucky)’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 		$410K Buy
8,221
+2
+0% +$101 0.03% 333
2025
Q4 		$413K Sell
8,219
-788
-9% -$39.7K 0.03% 287
2025
Q3 		$451K Buy
9,007
+3
+0% +$147 0.03% 252
2025
Q2 		$441K Buy
9,004
+3
+0% +$147 0.04% 246
2025
Q1 		$447K Buy
9,001
+1,938
+27% +$97K 0.05% 225
2024
Q4 		$354K Buy
7,063
+6
+0.1% +$303 0.03% 268
2024
Q3 		$361K Buy
+7,057
New +$358K 0.05% 250
2024
Q2 		– Sell
-7,161
Closed -$362K – 333
2024
Q1 		$362K Buy
7,161
+2,259
+46% +$115K 0.05% 225
2023
Q4 		$250K Sell
4,902
-966
-16% -$47.4K 0.04% 241
2023
Q3 		$282K Buy
5,868
+331
+6% +$16.4K 0.05% 223
2023
Q2 		$278K Buy
+5,537
New +$278K 0.05% 225
2022
Q4 		$240K Buy
4,849
+209
+5% +$10.2K 0.05% 245
2022
Q3 		$223K Buy
4,640
+375
+9% +$18.7K 0.05% 251
2022
Q2 		$213K Buy
4,265
+4
+0.1% +$201 0.04% 263
2022
Q1 		$220K Sell
4,261
-47
-1% -$2.5K 0.04% 268
2021
Q4 		$237K Buy
+4,308
New +$236K 0.04% 270
2020
Q4 		– Sell
-3,950
Closed -$215K – 270
2020
Q3 		$215K Buy
+3,950
New +$216K 0.05% 221

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

Keystone Financial Group (Kentucky)'s VTEB Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.02% in Q1 2026, buying an estimated $101 and bringing the position to 8,221 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #333.

Keystone Financial Group (Kentucky) first reported a position in VTEB in Q3 2020 and has held it in 17 quarters since. The position peaked at $451K in Q3 2025. 1,345 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 8,221 shares of Vanguard Tax-Exempt Bond Index Fund worth $410K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 2 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $101.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #333 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2020 and has held it in 17 quarters since.
  • Keystone Financial Group (Kentucky)'s Vanguard Tax-Exempt Bond Index Fund position peaked at $451K in Q3 2025.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.