Keystone Wealth Services’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Keystone Wealth Services’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	$583K	Buy	11,529 +88	+0.8%	+$4.42K	0.11%	188
2026 Q1	$571K	Buy	11,441 +60	+0.5%	+$3.03K	0.12%	178
2025 Q4	$572K	Sell	11,381 -2,396	-17%	-$121K	0.12%	134
2025 Q3	$690K	Sell	13,777 -27	-0.2%	-$1.33K	0.15%	148
2025 Q2	$677K	Buy	13,804 +908	+7%	+$44.4K	0.16%	140
2025 Q1	$640K	Buy	12,896 +2,061	+19%	+$103K	0.17%	127
2024 Q4	$543K	Buy	10,835 +102	+1%	+$5.16K	0.14%	140
2024 Q3	$549K	Buy	+10,733	New	+$544K	0.15%	135

Other funds holding VTEB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Keystone Wealth Services's VTEB Position: Q2 2026 in Review

Keystone Wealth Services increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.77% in Q2 2026, buying an estimated $4.42K and bringing the position to 11,529 shares worth $583K. The position accounts for 0.11% of the portfolio, ranked #188.

Keystone Wealth Services first reported a position in VTEB in Q3 2024 and has held it in 8 quarters since. The position peaked at $690K in Q3 2025. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Keystone Wealth Services held 11,529 shares of Vanguard Tax-Exempt Bond Index Fund worth $583K as of Q2 2026.
Keystone Wealth Services bought 88 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $4.42K.
Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Keystone Wealth Services's portfolio in Q2 2026, its #188 holding.
Keystone Wealth Services first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2024 and has held it in 8 quarters since.
Keystone Wealth Services's Vanguard Tax-Exempt Bond Index Fund position peaked at $690K in Q3 2025.
1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.