KWM
VTEB icon

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

Kingsview Wealth Management’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 		$4.01M Buy
79,291
+11,657
+17% +$586K 0.05% 371
2026
Q1 		$3.37M Buy
67,634
+6,924
+11% +$350K 0.05% 387
2025
Q4 		$3.05M Sell
60,710
-13,481
-18% -$678K 0.04% 389
2025
Q3 		$3.71M Sell
74,191
-13,440
-15% -$661K 0.06% 328
2025
Q2 		$4.3M Sell
87,631
-16,520
-16% -$807K 0.07% 275
2025
Q1 		$5.17M Sell
104,151
-1,877
-2% -$93.9K 0.1% 213
2024
Q4 		$5.32M Buy
106,028
+32,660
+45% +$1.65M 0.1% 197
2024
Q3 		$3.75M Buy
73,368
+43,437
+145% +$2.2M 0.08% 241
2024
Q2 		$1.5M Buy
29,931
+9,622
+47% +$481K 0.04% 407
2024
Q1 		$1.03M Buy
20,309
+5,200
+34% +$264K 0.03% 490
2023
Q4 		$771K Sell
15,109
-31,355
-67% -$1.54M 0.02% 537
2023
Q3 		$2.23M Buy
46,464
+35,210
+313% +$1.74M 0.08% 259
2023
Q2 		$565K Buy
11,254
+6,065
+117% +$305K 0.02% 559
2023
Q1 		$263K Sell
5,189
-584
-10% -$29.3K 0.01% 761
2022
Q4 		$286K Sell
5,773
-2,977
-34% -$146K 0.01% 687
2022
Q3 		$421K Buy
8,750
+2,667
+44% +$133K 0.02% 542
2022
Q2 		$304K Buy
6,083
+1,703
+39% +$85.4K 0.01% 664
2022
Q1 		$226K Buy
4,380
+3
+0.1% +$160 0.01% 788
2021
Q4 		$240K Buy
4,377
+7
+0.2% +$384 0.01% 810
2021
Q3 		$239K Buy
4,370
+6
+0.1% +$332 0.01% 756
2021
Q2 		$241K Buy
4,364
+5
+0.1% +$275 0.01% 776
2021
Q1 		$238K Buy
4,359
+4
+0.1% +$220 0.01% 710
2020
Q4 		$240K Buy
4,355
+8
+0.2% +$437 0.02% 603
2020
Q3 		$237K Buy
4,347
+7
+0.2% +$382 0.02% 530
2020
Q2 		$235K Buy
4,340
+7
+0.2% +$373 0.02% 488
2020
Q1 		$229K Buy
+4,333
New +$232K 0.03% 408

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kingsview Wealth Management's VTEB Position: Q2 2026 in Review

Kingsview Wealth Management increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 17% in Q2 2026, buying an estimated $586K and bringing the position to 79,291 shares worth $4.01M. The position accounts for 0.05% of the portfolio, ranked #371.

Kingsview Wealth Management first reported a position in VTEB in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.32M in Q4 2024. 1,401 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • Kingsview Wealth Management held 79,291 shares of Vanguard Tax-Exempt Bond Index Fund worth $4.01M as of Q2 2026.
  • Kingsview Wealth Management bought 11,657 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $586K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #371 holding.
  • Kingsview Wealth Management first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q1 2020 and has held it in 26 quarters since.
  • Kingsview Wealth Management's Vanguard Tax-Exempt Bond Index Fund position peaked at $5.32M in Q4 2024.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.