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

Keyvantage Wealth’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	$296K	Sell	5,860 -8,399	-59%	-$422K	0.11%	76
2026 Q1	$711K	Sell	14,259 -12	-0.1%	-$606	0.31%	46
2025 Q4	$718K	Sell	14,271 -159	-1%	-$8K	0.31%	47
2025 Q3	$723K	Sell	14,430 -144	-1%	-$7.08K	0.3%	46
2025 Q2	$715K	Sell	14,574 -5,178	-26%	-$253K	0.32%	41
2025 Q1	$980K	Sell	19,752 -13,177	-40%	-$659K	0.48%	30
2024 Q4	$1.65M	Buy	+32,929	New	+$1.66M	1.18%	23

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

Keyvantage Wealth's VTEB Position: Q2 2026 in Review

Keyvantage Wealth reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 59% in Q2 2026, selling an estimated $422K and leaving 5,860 shares worth $296K. The position accounts for 0.11% of the portfolio, ranked #76.

Keyvantage Wealth first reported a position in VTEB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q4 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

Keyvantage Wealth held 5,860 shares of Vanguard Tax-Exempt Bond Index Fund worth $296K as of Q2 2026.
Keyvantage Wealth sold 8,399 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $422K.
Vanguard Tax-Exempt Bond Index Fund made up 0.11% of Keyvantage Wealth's portfolio in Q2 2026, its #76 holding.
Keyvantage Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 7 quarters since.
Keyvantage Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.65M in Q4 2024.
1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.