Keystone Global Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Keystone Global Partners’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 Q3	$4.47M	Buy	94,396 +3,010	+3%	+$148K	1.61%	19
2026 Q2	$4.62M	Sell	91,386 -96,477	-51%	-$4.85M	1.75%	18
2026 Q1	$9.37M	Sell	187,863 -86,512	-32%	-$4.37M	4.16%	8
2025 Q4	$13.8M	Buy	274,375 +111,518	+68%	+$5.61M	6.07%	5
2025 Q3	$8.15M	Sell	162,857 -209,123	-56%	-$10.3M	4.15%	8
2025 Q2	$18.2M	Buy	371,980 +95,376	+34%	+$4.66M	9.94%	1
2025 Q1	$13.7M	Buy	+276,604	New	+$13.8M	9.62%	1

Other funds holding VTEB

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

West Financial Advisors Des Moines, Iowa $665M AUM 10.35% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Keystone Global Partners's VTEB Position: Q3 2026 in Review

Keystone Global Partners increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.3% in Q3 2026, buying an estimated $148K and bringing the position to 94,396 shares worth $4.47M. The position accounts for 1.61% of the portfolio, ranked #19.

Keystone Global Partners first reported a position in VTEB in Q1 2025 and has held it in 7 quarters since. The position peaked at $18.2M in Q2 2025. 492 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

Keystone Global Partners held 94,396 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.47M as of Q3 2026.
Keystone Global Partners bought 3,010 Vanguard Tax-Exempt Bond Index Fund shares in Q3 2026, an estimated $148K.
Vanguard Tax-Exempt Bond Index Fund made up 1.61% of Keystone Global Partners's portfolio in Q3 2026, its #19 holding.
Keystone Global Partners first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2025 and has held it in 7 quarters since.
Keystone Global Partners's Vanguard Tax-Exempt Bond Index Fund position peaked at $18.2M in Q2 2025.
492 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.