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 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 $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keyvantage Wealth's VTEB Position: Q1 2026 in Review

Keyvantage Wealth reduced its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 0.08% in Q1 2026, selling an estimated $606 and leaving 14,259 shares worth $711K. The position accounts for 0.31% of the portfolio, ranked #46.

Keyvantage Wealth first reported a position in VTEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.65M in Q4 2024. 1,344 funds tracked by Wall St. Rank hold VTEB as of Q1 2026.

Keyvantage Wealth held 14,259 shares of Vanguard Tax-Exempt Bond Index Fund worth $711K as of Q1 2026.
Keyvantage Wealth sold 12 Vanguard Tax-Exempt Bond Index Fund shares in Q1 2026, an estimated $606.
Vanguard Tax-Exempt Bond Index Fund made up 0.31% of Keyvantage Wealth's portfolio in Q1 2026, its #46 holding.
Keyvantage Wealth first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2024 and has held it in 6 quarters since.
Keyvantage Wealth's Vanguard Tax-Exempt Bond Index Fund position peaked at $1.65M in Q4 2024.
1,344 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.